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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 | $33,991 | $115,814-70.7% | $101,275-66.4% | $158,982-78.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.82% | 56.16%-42.3pp | 46.48%-32.7pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,879 | $4,176-55.0% | $3,660-48.7% | $4,763-60.5% |
| Participant deferral / active EE | $12,432 | $4,958+150.7% | $4,371+184.5% | $5,983+107.8% |
| Admin fee / account holder | $368 | $7,249-94.9% | $5,948-93.8% | $11,252-96.7% |