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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 | $38,388 | $108,882-64.7% | $96,754-60.3% | $154,746-75.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.54% | 98.39%-78.9pp | 82.04%-62.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $5,526 | $3,018+83.1% | $2,679+106.3% | $4,379+26.2% |
| Participant deferral / active EE | $4,842 | $5,323-9.0% | $4,758+1.8% | $6,730-28.1% |
| Admin fee / account holder | $1,453 | $10,200-85.8% | $8,905-83.7% | $14,365-89.9% |