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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 | $29,121 | $125,778-76.8% | $114,563-74.6% | $154,746-81.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 18.74% | 295.14%-276.4pp | 241.09%-222.4pp | 172.34%-153.6pp |
| Employer contribution / active EE | $5,892 | $2,806+110.0% | $2,592+127.3% | $4,379+34.6% |
| Participant deferral / active EE | $6,700 | $4,445+50.8% | $4,142+61.8% | $6,730-0.4% |
| Admin fee / account holder | $4,777 | $8,190-41.7% | $7,623-37.3% | $14,365-66.7% |