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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 | $30,926 | $107,368-71.2% | $92,915-66.7% | $152,909-79.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.18% | 145.64%-125.5pp | 109.45%-89.3pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,703 | $4,222-59.7% | $3,653-53.4% | $4,764-64.3% |
| Participant deferral / active EE | $4,298 | $4,848-11.3% | $4,238+1.4% | $5,851-26.5% |
| Admin fee / account holder | $2,632 | $7,082-62.8% | $5,796-54.6% | $11,601-77.3% |