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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 | $38,784 | $107,341-63.9% | $92,897-58.3% | $152,870-74.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.87% | 145.59%-125.7pp | 109.42%-89.5pp | 345.34%-325.5pp |
| Employer contribution / active EE | $1,495 | $4,221-64.6% | $3,653-59.1% | $4,763-68.6% |
| Participant deferral / active EE | $2,809 | $4,847-42.0% | $4,238-33.7% | $5,850-52.0% |
| Admin fee / account holder | $1,839 | $7,080-74.0% | $5,794-68.3% | $11,597-84.1% |