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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 | $38,832 | $104,937-63.0% | $84,628-54.1% | $152,897-74.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.01% | 373.88%-352.9pp | 258.80%-237.8pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,680 | $3,303-49.1% | $2,653-36.7% | $4,764-64.7% |
| Participant deferral / active EE | $5,680 | $4,690+21.1% | $3,900+45.6% | $5,851-2.9% |
| Admin fee / account holder | $564 | $6,243-91.0% | $4,914-88.5% | $11,599-95.1% |