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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 | $72,071-75.7% | $68,368-74.4% | $137,256-87.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.43% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,185 | $2,788-21.6% | $2,649-17.5% | $4,156-47.4% |
| Participant deferral / active EE | $5,037 | $4,410+14.2% | $4,123+22.2% | $6,407-21.4% |
| Admin fee / account holder | $902 | $5,336-83.1% | $5,150-82.5% | $12,270-92.6% |