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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,244 | $115,796-83.4% | $101,264-81.0% | $158,950-87.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.91% | 56.15%-37.2pp | 46.48%-27.6pp | 302.91%-284.0pp |
| Employer contribution / active EE | $2,223 | $4,175-46.8% | $3,660-39.3% | $4,762-53.3% |
| Participant deferral / active EE | $2,701 | $4,958-45.5% | $4,370-38.2% | $5,983-54.8% |
| Admin fee / account holder | $1,786 | $7,247-75.4% | $5,947-70.0% | $11,248-84.1% |