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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 | $31,888 | $172,111-81.5% | $150,298-78.8% | $137,256-76.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.31% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,035 | $4,636-34.5% | $4,154-26.9% | $4,156-27.0% |
| Participant deferral / active EE | $4,080 | $6,166-33.8% | $5,453-25.2% | $6,407-36.3% |
| Admin fee / account holder | $15,044 | $16,471-8.7% | $14,116+6.6% | $12,270+22.6% |