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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 | $31,543 | $183,539-82.8% | $155,556-79.7% | $145,897-78.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.47% | 61.31%-45.8pp | 64.84%-49.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,554 | $5,315-70.8% | $4,675-66.8% | $4,663-66.7% |
| Participant deferral / active EE | $4,170 | $6,467-35.5% | $5,631-25.9% | $6,689-37.7% |
| Admin fee / account holder | $1,056 | $19,275-94.5% | $15,885-93.4% | $13,390-92.1% |