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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 | $34,908 | $104,953-66.7% | $84,637-58.8% | $152,909-77.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 15.24% | 373.94%-358.7pp | 258.82%-243.6pp | 345.46%-330.2pp |
| Employer contribution / active EE | $4,289 | $3,304+29.8% | $2,653+61.6% | $4,764-10.0% |
| Participant deferral / active EE | $7,121 | $4,691+51.8% | $3,900+82.6% | $5,851+21.7% |
| Admin fee / account holder | $927 | $6,244-85.2% | $4,914-81.1% | $11,601-92.0% |