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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 | $53,233 | $100,901-47.2% | $75,501-29.5% | $147,585-63.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 74.29% | 35.78%+38.5pp | 27.35%+46.9pp | 578.58%-504.3pp |
| Employer contribution / active EE | $1,299 | $3,253-60.1% | $2,352-44.7% | $4,876-73.4% |
| Participant deferral / active EE | $1,752 | $4,027-56.5% | $3,142-44.2% | $5,439-67.8% |
| Admin fee / account holder | $1,097 | $11,285-90.3% | $5,801-81.1% | $10,886-89.9% |