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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 | $42,756 | $156,398-72.7% | $147,318-71.0% | $138,895-69.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.33% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,522 | $4,853-48.0% | $4,593-45.1% | $4,194-39.9% |
| Participant deferral / active EE | $3,925 | $8,237-52.3% | $7,906-50.4% | $6,396-38.6% |
| Admin fee / account holder | $8,705 | $14,976-41.9% | $13,708-36.5% | $12,562-30.7% |