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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 | $19,425 | $111,535-82.6% | $105,223-81.5% | $137,256-85.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 23.53% | 237.85%-214.3pp | 180.65%-157.1pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,230 | $3,939-68.8% | $3,689-66.7% | $4,156-70.4% |
| Participant deferral / active EE | $8,450 | $5,500+53.6% | $5,072+66.6% | $6,407+31.9% |
| Admin fee / account holder | $508 | $9,721-94.8% | $8,859-94.3% | $12,270-95.9% |