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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 | $35,388 | $129,737-72.7% | $119,126-70.3% | $154,746-77.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.83% | 379.08%-359.3pp | 282.11%-262.3pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,570 | $4,375-41.3% | $4,034-36.3% | $4,379-41.3% |
| Participant deferral / active EE | $5,703 | $5,842-2.4% | $5,318+7.2% | $6,730-15.3% |
| Admin fee / account holder | $1,337 | $11,961-88.8% | $10,693-87.5% | $14,365-90.7% |