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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 | $43,082 | $81,664-47.2% | $70,476-38.9% | $158,966-72.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.67% | 208.59%-193.9pp | 109.12%-94.4pp | 302.95%-288.3pp |
| Employer contribution / active EE | $4,087 | $3,219+27.0% | $2,738+49.3% | $4,762-14.2% |
| Participant deferral / active EE | $11,712 | $4,556+157.0% | $3,710+215.7% | $5,983+95.7% |
| Admin fee / account holder | $3,968 | $6,197-36.0% | $3,847+3.1% | $11,250-64.7% |