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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 | $25,731 | $126,113-79.6% | $116,096-77.8% | $155,188-83.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 21.88% | 391.72%-369.8pp | 326.25%-304.4pp | 148.84%-127.0pp |
| Employer contribution / active EE | $3,839 | $2,672+43.7% | $2,503+53.3% | $4,248-9.6% |
| Participant deferral / active EE | $3,457 | $4,162-16.9% | $3,952-12.5% | $6,531-47.1% |
| Admin fee / account holder | $905 | $8,045-88.8% | $7,704-88.3% | $14,480-93.8% |