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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 | $41,289 | $118,708-65.2% | $98,920-58.3% | $158,966-74.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.78% | 372.49%-358.7pp | 196.47%-182.7pp | 302.95%-289.2pp |
| Employer contribution / active EE | $1,020 | $3,334-69.4% | $2,689-62.1% | $4,762-78.6% |
| Participant deferral / active EE | $4,670 | $5,089-8.2% | $4,245+10.0% | $5,983-21.9% |
| Admin fee / account holder | $1,115 | $10,134-89.0% | $6,643-83.2% | $11,250-90.1% |