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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 | $22,182 | $102,638-78.4% | $81,982-72.9% | $158,982-86.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 14.83% | 61.05%-46.2pp | 41.31%-26.5pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,802 | $3,241-44.4% | $2,498-27.9% | $4,763-62.2% |
| Participant deferral / active EE | $2,796 | $4,649-39.9% | $3,722-24.9% | $5,983-53.3% |
| Admin fee / account holder | $598 | $8,237-92.7% | $5,665-89.5% | $11,252-94.7% |