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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 | $21,848 | $108,882-79.9% | $96,754-77.4% | $154,746-85.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 20.55% | 98.39%-77.8pp | 82.04%-61.5pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,507 | $3,018-17.0% | $2,679-6.4% | $4,379-42.8% |
| Participant deferral / active EE | $7,870 | $5,323+47.9% | $4,758+65.4% | $6,730+16.9% |
| Admin fee / account holder | $424 | $10,200-95.8% | $8,905-95.2% | $14,365-97.1% |