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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 | $22,830 | $112,935-79.8% | $90,970-74.9% | $158,966-85.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.31% | 215.79%-202.5pp | 134.58%-121.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $3,730 | $2,895+28.9% | $2,122+75.7% | $4,762-21.7% |
| Participant deferral / active EE | $3,182 | $4,129-22.9% | $3,373-5.7% | $5,983-46.8% |
| Admin fee / account holder | $1,029 | $8,045-87.2% | $5,960-82.7% | $11,250-90.9% |