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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 | $37,636 | $97,289-61.3% | $92,805-59.4% | $155,188-75.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 62.74% | 29.03%+33.7pp | 31.59%+31.2pp | 148.84%-86.1pp |
| Employer contribution / active EE | $4,121 | $3,632+13.5% | $3,424+20.4% | $4,248-3.0% |
| Participant deferral / active EE | $8,925 | $8,795+1.5% | $8,448+5.7% | $6,531+36.7% |
| Admin fee / account holder | $4,075 | $12,015-66.1% | $10,911-62.7% | $14,480-71.9% |