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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 | $37,894 | $115,917-67.3% | $100,535-62.3% | $158,982-76.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 25.08% | 34.80%-9.7pp | 30.90%-5.8pp | 302.99%-277.9pp |
| Employer contribution / active EE | $5,238 | $4,105+27.6% | $3,419+53.2% | $4,763+10.0% |
| Participant deferral / active EE | $9,219 | $6,677+38.1% | $6,271+47.0% | $5,983+54.1% |
| Admin fee / account holder | $4,627 | $11,002-57.9% | $8,085-42.8% | $11,252-58.9% |