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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 | $35,222 | $227,291-84.5% | $214,702-83.6% | $155,188-77.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.27% | 60.08%-44.8pp | 54.55%-39.3pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,908 | $6,772-57.1% | $6,461-55.0% | $4,248-31.5% |
| Participant deferral / active EE | $3,705 | $9,582-61.3% | $9,147-59.5% | $6,531-43.3% |
| Admin fee / account holder | $6,718 | $20,413-67.1% | $19,830-66.1% | $14,480-53.6% |