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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 | $35,971 | $108,922-67.0% | $100,398-64.2% | $145,978-75.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.76% | 58.04%-38.3pp | 49.32%-29.6pp | 550.52%-530.8pp |
| Employer contribution / active EE | $1,606 | $4,426-63.7% | $3,946-59.3% | $4,662-65.5% |
| Participant deferral / active EE | $2,653 | $8,450-68.6% | $8,084-67.2% | $6,690-60.3% |
| Admin fee / account holder | $790 | $9,680-91.8% | $7,893-90.0% | $13,400-94.1% |