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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 | $23,745 | $108,882-78.2% | $96,754-75.5% | $154,746-84.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.44% | 98.39%-81.9pp | 82.04%-65.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,397 | $3,018-20.6% | $2,679-10.5% | $4,379-45.3% |
| Participant deferral / active EE | $7,161 | $5,323+34.5% | $4,758+50.5% | $6,730+6.4% |
| Admin fee / account holder | $383 | $10,200-96.2% | $8,905-95.7% | $14,365-97.3% |