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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 | $69,021 | $104,937-34.2% | $84,628-18.4% | $152,897-54.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.33% | 373.88%-351.5pp | 258.80%-236.5pp | 345.43%-323.1pp |
| Employer contribution / active EE | $1,320 | $3,303-60.0% | $2,653-50.2% | $4,764-72.3% |
| Participant deferral / active EE | $3,048 | $4,690-35.0% | $3,900-21.8% | $5,851-47.9% |
| Admin fee / account holder | $330 | $6,243-94.7% | $4,914-93.3% | $11,599-97.2% |