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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 | $42,413 | $107,368-60.5% | $92,915-54.4% | $152,909-72.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.60% | 145.64%-127.0pp | 109.45%-90.8pp | 345.46%-326.9pp |
| Employer contribution / active EE | $2,730 | $4,222-35.3% | $3,653-25.3% | $4,764-42.7% |
| Participant deferral / active EE | $2,163 | $4,848-55.4% | $4,238-49.0% | $5,851-63.0% |
| Admin fee / account holder | $824 | $7,082-88.4% | $5,796-85.8% | $11,601-92.9% |