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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 | $33,544 | $114,119-70.6% | $107,187-68.7% | $138,895-75.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.81% | 273.21%-253.4pp | 204.55%-184.7pp | 145.39%-125.6pp |
| Employer contribution / active EE | $5,217 | $4,059+28.5% | $3,782+37.9% | $4,194+24.4% |
| Participant deferral / active EE | $4,701 | $5,538-15.1% | $5,096-7.8% | $6,396-26.5% |
| Admin fee / account holder | $339 | $10,024-96.6% | $9,162-96.3% | $12,562-97.3% |