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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 | $13,634 | $111,535-87.8% | $105,223-87.0% | $137,256-90.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.28% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,665 | $3,939-57.7% | $3,689-54.9% | $4,156-59.9% |
| Participant deferral / active EE | $2,823 | $5,500-48.7% | $5,072-44.3% | $6,407-55.9% |
| Admin fee / account holder | $337 | $9,721-96.5% | $8,859-96.2% | $12,270-97.3% |