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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 | $30,213 | $97,125-68.9% | $86,233-65.0% | $137,256-78.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.65% | 74.19%-52.5pp | 61.39%-39.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $5,227 | $2,841+84.0% | $2,504+108.7% | $4,156+25.8% |
| Participant deferral / active EE | $8,436 | $5,180+62.9% | $4,559+85.0% | $6,407+31.7% |
| Admin fee / account holder | $3,954 | $9,725-59.3% | $8,342-52.6% | $12,270-67.8% |