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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 | $40,197 | $183,516-78.1% | $155,534-74.2% | $145,884-72.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.71% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,554 | $5,315-70.8% | $4,675-66.8% | $4,662-66.7% |
| Participant deferral / active EE | $3,839 | $6,467-40.6% | $5,630-31.8% | $6,690-42.6% |
| Admin fee / account holder | $2,632 | $19,293-86.4% | $15,900-83.4% | $13,392-80.3% |