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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 | $134,817-85.2% | $123,973-83.9% | $155,188-87.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.90% | 515.49%-496.6pp | 388.13%-369.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $3,048 | $4,425-31.1% | $4,126-26.1% | $4,248-28.3% |
| Participant deferral / active EE | $3,497 | $5,706-38.7% | $5,247-33.3% | $6,531-46.5% |
| Admin fee / account holder | $2,059 | $13,245-84.5% | $11,799-82.5% | $14,480-85.8% |