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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 | $34,054 | $183,627-81.5% | $155,602-78.1% | $145,978-76.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.88% | 61.32%-52.4pp | 64.81%-55.9pp | 550.52%-541.6pp |
| Employer contribution / active EE | $2,651 | $5,316-50.1% | $4,675-43.3% | $4,662-43.1% |
| Participant deferral / active EE | $4,081 | $6,466-36.9% | $5,629-27.5% | $6,690-39.0% |
| Admin fee / account holder | $2,660 | $19,327-86.2% | $15,923-83.3% | $13,400-80.1% |