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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 | $41,681 | $126,519-67.1% | $106,201-60.8% | $145,959-71.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.62% | 225.10%-209.5pp | 116.26%-100.6pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,540 | $3,726-31.8% | $3,170-19.9% | $4,661-45.5% |
| Participant deferral / active EE | $6,971 | $5,716+22.0% | $5,012+39.1% | $6,689+4.2% |
| Admin fee / account holder | $3,427 | $17,312-80.2% | $11,039-69.0% | $13,398-74.4% |