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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 | $41,480 | $114,119-63.7% | $107,187-61.3% | $138,895-70.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 24.01% | 273.21%-249.2pp | 204.55%-180.5pp | 145.39%-121.4pp |
| Employer contribution / active EE | $1,715 | $4,059-57.8% | $3,782-54.7% | $4,194-59.1% |
| Participant deferral / active EE | $9,651 | $5,538+74.3% | $5,096+89.4% | $6,396+50.9% |
| Admin fee / account holder | $2,927 | $10,024-70.8% | $9,162-68.1% | $12,562-76.7% |