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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 | $35,516 | $165,939-78.6% | $122,354-71.0% | $147,585-75.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.89% | 34.56%-16.7pp | 30.28%-12.4pp | 578.58%-560.7pp |
| Employer contribution / active EE | $1,561 | $5,754-72.9% | $4,051-61.5% | $4,876-68.0% |
| Participant deferral / active EE | $2,458 | $4,005-38.6% | $3,287-25.2% | $5,439-54.8% |
| Admin fee / account holder | $535 | $7,425-92.8% | $5,479-90.2% | $10,886-95.1% |