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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 | $33,989 | $185,905-81.7% | $170,057-80.0% | $139,487-75.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.10% | 60.56%-47.5pp | 53.42%-40.3pp | 373.84%-360.7pp |
| Employer contribution / active EE | $3,682 | $7,597-51.5% | $6,790-45.8% | $4,755-22.6% |
| Participant deferral / active EE | $11,485 | $11,627-1.2% | $10,411+10.3% | $6,713+71.1% |
| Admin fee / account holder | $7,441 | $15,397-51.7% | $12,826-42.0% | $11,407-34.8% |