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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 | $17,488 | $70,366-75.1% | $66,674-73.8% | $138,895-87.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.43% | 386.41%-365.0pp | 321.24%-299.8pp | 145.39%-124.0pp |
| Employer contribution / active EE | $2,185 | $2,765-21.0% | $2,620-16.6% | $4,194-47.9% |
| Participant deferral / active EE | $5,037 | $4,374+15.1% | $4,084+23.3% | $6,396-21.3% |
| Admin fee / account holder | $902 | $5,262-82.9% | $5,098-82.3% | $12,562-92.8% |