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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 | $28,225 | $121,656-76.8% | $104,614-73.0% | $158,950-82.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.95% | 465.51%-452.6pp | 340.56%-327.6pp | 302.91%-290.0pp |
| Employer contribution / active EE | $1,878 | $3,164-40.7% | $2,681-30.0% | $4,762-60.6% |
| Participant deferral / active EE | $3,054 | $4,177-26.9% | $3,739-18.3% | $5,983-49.0% |
| Admin fee / account holder | $1,079 | $7,775-86.1% | $6,464-83.3% | $11,248-90.4% |