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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 | $39,537 | $197,603-80.0% | $177,827-77.8% | $158,950-75.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.42% | 58.76%-43.3pp | 48.32%-32.9pp | 302.91%-287.5pp |
| Employer contribution / active EE | $2,487 | $6,698-62.9% | $5,918-58.0% | $4,762-47.8% |
| Participant deferral / active EE | $16,005 | $8,404+90.4% | $7,713+107.5% | $5,983+167.5% |
| Admin fee / account holder | $10,357 | $15,402-32.8% | $12,429-16.7% | $11,248-7.9% |