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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 | $35,890 | $118,708-69.8% | $98,920-63.7% | $158,982-77.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.12% | 372.49%-363.4pp | 196.47%-187.4pp | 302.99%-293.9pp |
| Employer contribution / active EE | $2,534 | $3,334-24.0% | $2,689-5.8% | $4,763-46.8% |
| Participant deferral / active EE | $7,790 | $5,089+53.1% | $4,245+83.5% | $5,983+30.2% |
| Admin fee / account holder | $36,820 | $10,134+263.3% | $6,643+454.3% | $11,252+227.2% |