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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 | $38,351 | $156,616-75.5% | $133,346-71.2% | $198,609-80.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 21.46% | 44.25%-22.8pp | 36.85%-15.4pp | 202.70%-181.2pp |
| Employer contribution / active EE | $894 | $3,368-73.5% | $2,853-68.7% | $5,055-82.3% |
| Participant deferral / active EE | $8,246 | $4,920+67.6% | $4,332+90.3% | $6,977+18.2% |
| Admin fee / account holder | $535 | $17,468-96.9% | $14,264-96.2% | $19,030-97.2% |