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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 | $20,448 | $111,535-81.7% | $105,223-80.6% | $137,256-85.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.28% | 237.85%-216.6pp | 180.65%-159.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $5,687 | $3,939+44.4% | $3,689+54.2% | $4,156+36.8% |
| Participant deferral / active EE | $1,485 | $5,500-73.0% | $5,072-70.7% | $6,407-76.8% |
| Admin fee / account holder | $483 | $9,721-95.0% | $8,859-94.5% | $12,270-96.1% |