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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 | $85,304 | $111,535-23.5% | $105,223-18.9% | $137,256-37.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.21% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,740 | $3,939-55.8% | $3,689-52.8% | $4,156-58.1% |
| Participant deferral / active EE | $22,500 | $5,500+309.1% | $5,072+343.6% | $6,407+251.2% |
| Admin fee / account holder | $1,250 | $9,721-87.1% | $8,859-85.9% | $12,270-89.8% |