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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 | $43,248 | $69,118-37.4% | $53,647-19.4% | $138,895-68.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 25.95% | 248.26%-222.3pp | 358.33%-332.4pp | 145.39%-119.4pp |
| Employer contribution / active EE | $1,284 | $1,189+7.9% | $962+33.4% | $4,194-69.4% |
| Participant deferral / active EE | $3,703 | $2,274+62.9% | $1,813+104.2% | $6,396-42.1% |
| Admin fee / account holder | $482 | $2,724-82.3% | $2,460-80.4% | $12,562-96.2% |