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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 | $39,747 | $115,814-65.7% | $101,275-60.8% | $158,982-75.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.01% | 56.16%-43.1pp | 46.48%-33.5pp | 302.99%-290.0pp |
| Employer contribution / active EE | $951 | $4,176-77.2% | $3,660-74.0% | $4,763-80.0% |
| Participant deferral / active EE | $5,520 | $4,958+11.3% | $4,371+26.3% | $5,983-7.7% |
| Admin fee / account holder | $1,109 | $7,249-84.7% | $5,948-81.4% | $11,252-90.1% |