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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 | $64,552 | $125,237-48.5% | $105,608-38.9% | $145,877-55.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.29% | 225.76%-212.5pp | 116.50%-103.2pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,543 | $3,720-58.5% | $3,167-51.3% | $4,663-66.9% |
| Participant deferral / active EE | $4,200 | $5,711-26.5% | $5,010-16.2% | $6,691-37.2% |
| Admin fee / account holder | $509 | $17,287-97.1% | $11,028-95.4% | $13,402-96.2% |