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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 | $31,311 | $108,922-71.3% | $100,398-68.8% | $145,978-78.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 30.31% | 58.04%-27.7pp | 49.32%-19.0pp | 550.52%-520.2pp |
| Employer contribution / active EE | $5,397 | $4,426+21.9% | $3,946+36.8% | $4,662+15.8% |
| Participant deferral / active EE | $40,202 | $8,450+375.8% | $8,084+397.3% | $6,690+501.0% |
| Admin fee / account holder | $7,025 | $9,680-27.4% | $7,893-11.0% | $13,400-47.6% |