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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 | $38,841 | $142,354-72.7% | $125,529-69.1% | $155,188-75.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 10.90% | 306.06%-295.2pp | 202.56%-191.7pp | 148.84%-137.9pp |
| Employer contribution / active EE | $2,203 | $3,501-37.1% | $3,058-27.9% | $4,248-48.1% |
| Participant deferral / active EE | $3,541 | $5,491-35.5% | $4,813-26.4% | $6,531-45.8% |
| Admin fee / account holder | $599 | $19,392-96.9% | $16,298-96.3% | $14,480-95.9% |