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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 | $16,531 | $49,976-66.9% | $66,674-75.2% | $82,637-80.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 20.65% | 39.09%-18.4pp | 321.24%-300.6pp | 53.51%-32.9pp |
| Employer contribution / active EE | $2,542 | $1,988+27.9% | $2,620-3.0% | $2,552-0.4% |
| Participant deferral / active EE | $4,487 | $2,847+57.6% | $4,084+9.9% | $4,126+8.8% |
| Admin fee / account holder | $786 | $4,594-82.9% | $5,098-84.6% | $7,339-89.3% |