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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 | $38,325 | $109,411-65.0% | $89,435-57.1% | $158,982-75.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.34% | 345.68%-327.3pp | 245.55%-227.2pp | 302.99%-284.6pp |
| Employer contribution / active EE | $2,190 | $3,173-31.0% | $2,587-15.3% | $4,763-54.0% |
| Participant deferral / active EE | $9,461 | $4,600+105.7% | $3,890+143.2% | $5,983+58.1% |
| Admin fee / account holder | $399 | $6,159-93.5% | $4,884-91.8% | $11,252-96.5% |