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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 | $29,878 | $134,817-77.8% | $123,973-75.9% | $155,188-80.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.05% | 515.49%-499.4pp | 388.13%-372.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,176 | $4,425-73.4% | $4,126-71.5% | $4,248-72.3% |
| Participant deferral / active EE | $3,488 | $5,706-38.9% | $5,247-33.5% | $6,531-46.6% |
| Admin fee / account holder | $6,296 | $13,245-52.5% | $11,799-46.6% | $14,480-56.5% |