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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 | $26,361 | $72,071-63.4% | $68,368-61.4% | $137,256-80.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.12% | 353.14%-333.0pp | 292.57%-272.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,124 | $2,788-23.8% | $2,649-19.8% | $4,156-48.9% |
| Participant deferral / active EE | $5,522 | $4,410+25.2% | $4,123+33.9% | $6,407-13.8% |
| Admin fee / account holder | $1,023 | $5,336-80.8% | $5,150-80.1% | $12,270-91.7% |