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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 | $36,427 | $176,786-79.4% | $146,643-75.2% | $167,536-78.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.22% | 24.04%-13.8pp | 22.75%-12.5pp | 478.82%-468.6pp |
| Employer contribution / active EE | $3,601 | $5,161-30.2% | $4,137-12.9% | $4,839-25.6% |
| Participant deferral / active EE | $13,504 | $6,440+109.7% | $5,506+145.3% | $6,342+112.9% |
| Admin fee / account holder | $15,674 | $13,262+18.2% | $10,280+52.5% | $12,315+27.3% |