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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 | $40,488 | $185,905-78.2% | $170,057-76.2% | $139,487-71.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.50% | 60.56%-47.1pp | 53.42%-39.9pp | 373.84%-360.3pp |
| Employer contribution / active EE | $1,556 | $7,597-79.5% | $6,790-77.1% | $4,755-67.3% |
| Participant deferral / active EE | $5,452 | $11,627-53.1% | $10,411-47.6% | $6,713-18.8% |
| Admin fee / account holder | $6,195 | $15,397-59.8% | $12,826-51.7% | $11,407-45.7% |