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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 | $34,394 | $108,922-68.4% | $100,398-65.7% | $145,978-76.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.07% | 58.04%-44.0pp | 49.32%-35.3pp | 550.52%-536.5pp |
| Employer contribution / active EE | $3,249 | $4,426-26.6% | $3,946-17.6% | $4,662-30.3% |
| Participant deferral / active EE | $6,889 | $8,450-18.5% | $8,084-14.8% | $6,690+3.0% |
| Admin fee / account holder | $439 | $9,680-95.5% | $7,893-94.4% | $13,400-96.7% |