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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 | $33,198 | $104,937-68.4% | $84,628-60.8% | $152,897-78.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.23% | 373.88%-352.7pp | 258.80%-237.6pp | 345.43%-324.2pp |
| Employer contribution / active EE | $2,196 | $3,303-33.5% | $2,653-17.2% | $4,764-53.9% |
| Participant deferral / active EE | $5,652 | $4,690+20.5% | $3,900+44.9% | $5,851-3.4% |
| Admin fee / account holder | $327 | $6,243-94.8% | $4,914-93.3% | $11,599-97.2% |