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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 | $36,690 | $149,778-75.5% | $118,946-69.2% | $158,950-76.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 34.21% | 19.95%+14.3pp | 35.89%-1.7pp | 302.91%-268.7pp |
| Employer contribution / active EE | $2,367 | $4,117-42.5% | $3,263-27.5% | $4,762-50.3% |
| Participant deferral / active EE | $9,934 | $5,225+90.1% | $4,266+132.9% | $5,983+66.0% |
| Admin fee / account holder | $348 | $8,604-96.0% | $6,581-94.7% | $11,248-96.9% |