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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 | $22,322 | $111,830-80.0% | $93,696-76.2% | $145,884-84.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.34% | 204.08%-187.7pp | 133.74%-117.4pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,488 | $3,093-19.6% | $2,422+2.7% | $4,662-46.6% |
| Participant deferral / active EE | $4,670 | $4,920-5.1% | $4,417+5.7% | $6,690-30.2% |
| Admin fee / account holder | $807 | $10,249-92.1% | $8,287-90.3% | $13,392-94.0% |