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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 | $19,946 | $111,535-82.1% | $105,223-81.0% | $137,256-85.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.90% | 237.85%-219.0pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,048 | $3,939-22.6% | $3,689-17.4% | $4,156-26.7% |
| Participant deferral / active EE | $3,497 | $5,500-36.4% | $5,072-31.0% | $6,407-45.4% |
| Admin fee / account holder | $2,059 | $9,721-78.8% | $8,859-76.8% | $12,270-83.2% |