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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 | $40,164 | $125,778-68.1% | $114,563-64.9% | $154,746-74.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 18.77% | 295.14%-276.4pp | 241.09%-222.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,442 | $2,806-13.0% | $2,592-5.8% | $4,379-44.2% |
| Participant deferral / active EE | $3,637 | $4,445-18.2% | $4,142-12.2% | $6,730-46.0% |
| Admin fee / account holder | $1,529 | $8,190-81.3% | $7,623-79.9% | $14,365-89.4% |