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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 | $38,595 | $121,701-68.3% | $104,639-63.1% | $158,982-75.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 3.64% | 465.72%-462.1pp | 340.67%-337.0pp | 302.99%-299.3pp |
| Employer contribution / active EE | $9,217 | $3,165+191.2% | $2,682+243.7% | $4,763+93.5% |
| Participant deferral / active EE | $3,283 | $4,176-21.4% | $3,738-12.2% | $5,983-45.1% |
| Admin fee / account holder | $413 | $7,778-94.7% | $6,465-93.6% | $11,252-96.3% |