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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 | $25,769 | $108,882-76.3% | $96,754-73.4% | $154,746-83.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 28.94% | 98.39%-69.4pp | 82.04%-53.1pp | 172.34%-143.4pp |
| Employer contribution / active EE | $2,242 | $3,018-25.7% | $2,679-16.3% | $4,379-48.8% |
| Participant deferral / active EE | $9,191 | $5,323+72.7% | $4,758+93.2% | $6,730+36.6% |
| Admin fee / account holder | $543 | $10,200-94.7% | $8,905-93.9% | $14,365-96.2% |