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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 | $32,713 | $109,372-70.1% | $89,414-63.4% | $158,966-79.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.57% | 345.55%-332.0pp | 245.50%-231.9pp | 302.95%-289.4pp |
| Employer contribution / active EE | $5,247 | $3,171+65.4% | $2,586+102.9% | $4,762+10.2% |
| Participant deferral / active EE | $3,716 | $4,598-19.2% | $3,890-4.5% | $5,983-37.9% |
| Admin fee / account holder | $430 | $6,156-93.0% | $4,883-91.2% | $11,250-96.2% |