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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 | $34,404 | $134,817-74.5% | $123,973-72.2% | $155,188-77.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.09% | 515.49%-501.4pp | 388.13%-374.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,112 | $4,425-52.3% | $4,126-48.8% | $4,248-50.3% |
| Participant deferral / active EE | $3,890 | $5,706-31.8% | $5,247-25.9% | $6,531-40.4% |
| Admin fee / account holder | $425 | $13,245-96.8% | $11,799-96.4% | $14,480-97.1% |