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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 | $39,439 | $111,535-64.6% | $105,223-62.5% | $137,256-71.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 26.44% | 237.85%-211.4pp | 180.65%-154.2pp | 220.34%-193.9pp |
| Employer contribution / active EE | $2,227 | $3,939-43.5% | $3,689-39.6% | $4,156-46.4% |
| Participant deferral / active EE | $4,497 | $5,500-18.2% | $5,072-11.3% | $6,407-29.8% |
| Admin fee / account holder | $517 | $9,721-94.7% | $8,859-94.2% | $12,270-95.8% |