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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 | $33,648 | $104,937-67.9% | $84,628-60.2% | $152,897-78.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.24% | 373.88%-354.6pp | 258.80%-239.6pp | 345.43%-326.2pp |
| Employer contribution / active EE | $770 | $3,303-76.7% | $2,653-71.0% | $4,764-83.8% |
| Participant deferral / active EE | $5,716 | $4,690+21.9% | $3,900+46.6% | $5,851-2.3% |
| Admin fee / account holder | $399 | $6,243-93.6% | $4,914-91.9% | $11,599-96.6% |