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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 | $43,485 | $104,953-58.6% | $84,637-48.6% | $152,909-71.6% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.5%+0.9pp |
| Annual return | 17.71% | 373.94%-356.2pp | 258.82%-241.1pp | 345.46%-327.8pp |
| Employer contribution / active EE | $1,024 | $3,304-69.0% | $2,653-61.4% | $4,764-78.5% |
| Participant deferral / active EE | $2,585 | $4,691-44.9% | $3,900-33.7% | $5,851-55.8% |
| Admin fee / account holder | $320 | $6,244-94.9% | $4,914-93.5% | $11,601-97.2% |