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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 | $33,586 | $114,119-70.6% | $107,187-68.7% | $138,895-75.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 24.30% | 273.21%-248.9pp | 204.55%-180.2pp | 145.39%-121.1pp |
| Employer contribution / active EE | $4,408 | $4,059+8.6% | $3,782+16.5% | $4,194+5.1% |
| Participant deferral / active EE | $8,603 | $5,538+55.3% | $5,096+68.8% | $6,396+34.5% |
| Admin fee / account holder | $310 | $10,024-96.9% | $9,162-96.6% | $12,562-97.5% |