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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 | $19,386 | $108,882-82.2% | $96,754-80.0% | $154,746-87.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 21.38% | 98.39%-77.0pp | 82.04%-60.7pp | 172.34%-151.0pp |
| Employer contribution / active EE | $3,477 | $3,018+15.2% | $2,679+29.8% | $4,379-20.6% |
| Participant deferral / active EE | $5,055 | $5,323-5.0% | $4,758+6.3% | $6,730-24.9% |
| Admin fee / account holder | $785 | $10,200-92.3% | $8,905-91.2% | $14,365-94.5% |