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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 | $37,838 | $185,312-79.6% | $161,489-76.6% | $154,746-75.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.55% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,966 | $4,769-37.8% | $4,268-30.5% | $4,379-32.3% |
| Participant deferral / active EE | $3,454 | $6,350-45.6% | $5,630-38.7% | $6,730-48.7% |
| Admin fee / account holder | $8,047 | $18,654-56.9% | $16,006-49.7% | $14,365-44.0% |