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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 | $45,718 | $111,535-59.0% | $105,223-56.6% | $137,256-66.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.58% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,426 | $3,939-38.4% | $3,689-34.2% | $4,156-41.6% |
| Participant deferral / active EE | $9,081 | $5,500+65.1% | $5,072+79.1% | $6,407+41.7% |
| Admin fee / account holder | $345 | $9,721-96.5% | $8,859-96.1% | $12,270-97.2% |