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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 | $33,855 | $99,053-65.8% | $88,179-61.6% | $138,895-75.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 11.69% | 78.17%-66.5pp | 64.97%-53.3pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,460 | $2,882-49.3% | $2,549-42.7% | $4,194-65.2% |
| Participant deferral / active EE | $16,425 | $5,225+214.3% | $4,614+256.0% | $6,396+156.8% |
| Admin fee / account holder | $66,965 | $8,748+665.5% | $7,673+772.7% | $12,562+433.1% |