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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 | $33,038 | $125,237-73.6% | $105,608-68.7% | $145,877-77.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.71% | 225.76%-211.1pp | 116.50%-101.8pp | 551.28%-536.6pp |
| Employer contribution / active EE | $2,488 | $3,720-33.1% | $3,167-21.4% | $4,663-46.6% |
| Participant deferral / active EE | $6,360 | $5,711+11.4% | $5,010+27.0% | $6,691-4.9% |
| Admin fee / account holder | $874 | $17,287-94.9% | $11,028-92.1% | $13,402-93.5% |