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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 | $36,095 | $121,677-70.3% | $104,625-65.5% | $158,966-77.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.84% | 465.58%-450.7pp | 340.60%-325.8pp | 302.95%-288.1pp |
| Employer contribution / active EE | $2,065 | $3,165-34.8% | $2,681-23.0% | $4,762-56.6% |
| Participant deferral / active EE | $4,271 | $4,175+2.3% | $3,738+14.3% | $5,983-28.6% |
| Admin fee / account holder | $1,267 | $7,777-83.7% | $6,465-80.4% | $11,250-88.7% |