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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 | $17,275 | $115,810-85.1% | $101,271-82.9% | $158,966-89.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.43% | 56.15%-33.7pp | 46.48%-24.1pp | 302.95%-280.5pp |
| Employer contribution / active EE | $2,180 | $4,175-47.8% | $3,660-40.4% | $4,762-54.2% |
| Participant deferral / active EE | $3,754 | $4,958-24.3% | $4,371-14.1% | $5,983-37.3% |
| Admin fee / account holder | $722 | $7,248-90.0% | $5,948-87.9% | $11,250-93.6% |