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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 | $32,384 | $217,432-85.1% | $185,851-82.6% | $167,553-80.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.09% | 148.43%-134.3pp | 122.11%-108.0pp | 478.89%-464.8pp |
| Employer contribution / active EE | $1,718 | $5,874-70.8% | $5,168-66.8% | $4,840-64.5% |
| Participant deferral / active EE | $4,763 | $6,357-25.1% | $5,569-14.5% | $6,343-24.9% |
| Admin fee / account holder | $1,056 | $19,820-94.7% | $16,245-93.5% | $12,316-91.4% |