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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 | $23,042 | $117,846-80.4% | $102,434-77.5% | $145,884-84.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.26% | 31.90%-13.6pp | 29.46%-11.2pp | 551.85%-533.6pp |
| Employer contribution / active EE | $2,472 | $3,615-31.6% | $3,023-18.2% | $4,662-47.0% |
| Participant deferral / active EE | $7,560 | $5,733+31.9% | $5,055+49.6% | $6,690+13.0% |
| Admin fee / account holder | $321 | $13,356-97.6% | $9,462-96.6% | $13,392-97.6% |