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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 | $30,262 | $105,200-71.2% | $159,474-81.0% | $85,847-64.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 22.90% | 45.08%-22.2pp | 263.68%-240.8pp | 318.61%-295.7pp |
| Employer contribution / active EE | $1,980 | $3,319-40.3% | $4,831-59.0% | $2,565-22.8% |
| Participant deferral / active EE | $3,905 | $5,946-34.3% | $7,353-46.9% | $3,952-1.2% |
| Admin fee / account holder | $316 | $6,934-95.4% | $10,802-97.1% | $6,261-94.9% |