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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 | $26,560 | $70,366-62.3% | $66,674-60.2% | $138,895-80.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 23.72% | 386.41%-362.7pp | 321.24%-297.5pp | 145.39%-121.7pp |
| Employer contribution / active EE | $1,599 | $2,765-42.2% | $2,620-39.0% | $4,194-61.9% |
| Participant deferral / active EE | $10,793 | $4,374+146.7% | $4,084+164.3% | $6,396+68.7% |
| Admin fee / account holder | $5,615 | $5,262+6.7% | $5,098+10.1% | $12,562-55.3% |