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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 | $21,490 | $103,038-79.1% | $90,324-76.2% | $152,909-85.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.53% | 95.25%-73.7pp | 78.15%-56.6pp | 345.46%-323.9pp |
| Employer contribution / active EE | $3,958 | $3,141+26.0% | $2,856+38.6% | $4,764-16.9% |
| Participant deferral / active EE | $4,508 | $4,282+5.3% | $3,885+16.0% | $5,851-23.0% |
| Admin fee / account holder | $359 | $6,177-94.2% | $5,356-93.3% | $11,601-96.9% |