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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 | $19,220 | $110,039-82.5% | $97,260-80.2% | $145,884-86.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.57% | 244.44%-229.9pp | 75.54%-61.0pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,407 | $3,074-54.2% | $2,721-48.3% | $4,662-69.8% |
| Participant deferral / active EE | $5,426 | $4,674+16.1% | $4,262+27.3% | $6,690-18.9% |
| Admin fee / account holder | $310 | $6,204-95.0% | $5,640-94.5% | $13,392-97.7% |