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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 | $21,230 | $97,125-78.1% | $86,233-75.4% | $137,256-84.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 52.00% | 74.19%-22.2pp | 61.39%-9.4pp | 220.34%-168.3pp |
| Employer contribution / active EE | $2,920 | $2,841+2.8% | $2,504+16.6% | $4,156-29.7% |
| Participant deferral / active EE | $6,109 | $5,180+17.9% | $4,559+34.0% | $6,407-4.6% |
| Admin fee / account holder | $375 | $9,725-96.1% | $8,342-95.5% | $12,270-96.9% |