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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 | $25,292 | $157,829-84.0% | $136,867-81.5% | $198,609-87.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 41.62% | 51.25%-9.6pp | 42.97%-1.4pp | 202.70%-161.1pp |
| Employer contribution / active EE | $883 | $3,923-77.5% | $3,547-75.1% | $5,055-82.5% |
| Participant deferral / active EE | $2,552 | $5,463-53.3% | $4,924-48.2% | $6,977-63.4% |
| Admin fee / account holder | $1,376 | $11,107-87.6% | $10,340-86.7% | $19,030-92.8% |