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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 | $21,871 | $150,207-85.4% | $120,380-81.8% | $145,978-85.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.71% | 154.28%-138.6pp | 107.28%-91.6pp | 550.52%-534.8pp |
| Employer contribution / active EE | $2,733 | $4,351-37.2% | $3,465-21.1% | $4,662-41.4% |
| Participant deferral / active EE | $5,410 | $6,175-12.4% | $4,992+8.4% | $6,690-19.1% |
| Admin fee / account holder | $529 | $12,203-95.7% | $9,421-94.4% | $13,400-96.1% |