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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 | $32,235 | $110,303-70.8% | $95,759-66.3% | $139,487-76.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.39% | 27.19%-11.8pp | 28.42%-13.0pp | 373.84%-358.5pp |
| Employer contribution / active EE | $3,670 | $3,261+12.5% | $2,836+29.4% | $4,755-22.8% |
| Participant deferral / active EE | $6,968 | $4,674+49.1% | $4,244+64.2% | $6,713+3.8% |
| Admin fee / account holder | $8,855 | $6,615+33.9% | $5,678+55.9% | $11,407-22.4% |