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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 | $25,726 | $108,882-76.4% | $96,754-73.4% | $154,746-83.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 21.00% | 98.39%-77.4pp | 82.04%-61.0pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,884 | $3,018-37.6% | $2,679-29.7% | $4,379-57.0% |
| Participant deferral / active EE | $6,084 | $5,323+14.3% | $4,758+27.9% | $6,730-9.6% |
| Admin fee / account holder | $1,046 | $10,200-89.7% | $8,905-88.3% | $14,365-92.7% |