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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 | $29,627 | $121,701-75.7% | $104,639-71.7% | $158,982-81.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.44% | 465.72%-446.3pp | 340.67%-321.2pp | 302.99%-283.6pp |
| Employer contribution / active EE | $1,740 | $3,165-45.0% | $2,682-35.1% | $4,763-63.5% |
| Participant deferral / active EE | $2,748 | $4,176-34.2% | $3,738-26.5% | $5,983-54.1% |
| Admin fee / account holder | $1,957 | $7,778-74.8% | $6,465-69.7% | $11,252-82.6% |