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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 | $33,706 | $96,678-65.1% | $86,640-61.1% | $139,466-75.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.02% | 106.69%-91.7pp | 592.52%-577.5pp | 373.66%-358.6pp |
| Employer contribution / active EE | $2,265 | $3,265-30.6% | $3,024-25.1% | $4,754-52.3% |
| Participant deferral / active EE | $1,579 | $4,837-67.4% | $4,438-64.4% | $6,712-76.5% |
| Admin fee / account holder | $1,158 | $6,410-81.9% | $5,616-79.4% | $11,409-89.9% |