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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 | $39,128 | $211,239-81.5% | $178,528-78.1% | $145,877-73.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.90% | 30.22%-16.3pp | 27.11%-13.2pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,175 | $4,570-30.5% | $3,950-19.6% | $4,663-31.9% |
| Participant deferral / active EE | $8,213 | $6,963+18.0% | $6,278+30.8% | $6,691+22.7% |
| Admin fee / account holder | $4,064 | $12,095-66.4% | $10,419-61.0% | $13,402-69.7% |