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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 | $37,421 | $176,402-78.8% | $134,162-72.1% | $158,966-76.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.53% | 63.66%-50.1pp | 36.35%-22.8pp | 302.95%-289.4pp |
| Employer contribution / active EE | $3,389 | $5,042-32.8% | $3,705-8.5% | $4,762-28.8% |
| Participant deferral / active EE | $4,281 | $4,093+4.6% | $3,500+22.3% | $5,983-28.4% |
| Admin fee / account holder | $343 | $8,719-96.1% | $6,685-94.9% | $11,250-97.0% |