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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 | $22,402 | $88,672-74.7% | $105,223-78.7% | $82,448-72.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 21.16% | 30.86%-9.7pp | 180.65%-159.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,281 | $3,048-25.2% | $3,689-38.2% | $2,551-10.6% |
| Participant deferral / active EE | $2,064 | $4,036-48.9% | $5,072-59.3% | $4,139-50.1% |
| Admin fee / account holder | $815 | $7,146-88.6% | $8,859-90.8% | $7,234-88.7% |