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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 | $17,143 | $72,071-76.2% | $68,368-74.9% | $137,256-87.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.46% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,680 | $2,788-39.7% | $2,649-36.6% | $4,156-59.6% |
| Participant deferral / active EE | $4,749 | $4,410+7.7% | $4,123+15.2% | $6,407-25.9% |
| Admin fee / account holder | $619 | $5,336-88.4% | $5,150-88.0% | $12,270-95.0% |