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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 | $24,242 | $165,584-85.4% | $142,942-83.0% | $137,256-82.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 18.59% | 164.22%-145.6pp | 113.70%-95.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,611 | $4,725-44.8% | $4,139-36.9% | $4,156-37.2% |
| Participant deferral / active EE | $10,052 | $8,194+22.7% | $7,128+41.0% | $6,407+56.9% |
| Admin fee / account holder | $2,051 | $16,167-87.3% | $12,475-83.6% | $12,270-83.3% |