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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 | $32,920 | $165,939-80.2% | $122,354-73.1% | $147,585-77.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.73% | 34.56%-14.8pp | 30.28%-10.5pp | 578.58%-558.9pp |
| Employer contribution / active EE | $2,068 | $5,754-64.1% | $4,051-49.0% | $4,876-57.6% |
| Participant deferral / active EE | $2,318 | $4,005-42.1% | $3,287-29.5% | $5,439-57.4% |
| Admin fee / account holder | $429 | $7,425-94.2% | $5,479-92.2% | $10,886-96.1% |