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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 | $37,613 | $110,303-65.9% | $95,759-60.7% | $139,487-73.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.18% | 27.19%-6.0pp | 28.42%-7.2pp | 373.84%-352.7pp |
| Employer contribution / active EE | $8,872 | $3,261+172.1% | $2,836+212.8% | $4,755+86.6% |
| Participant deferral / active EE | $7,447 | $4,674+59.3% | $4,244+75.5% | $6,713+10.9% |
| Admin fee / account holder | $2,423 | $6,615-63.4% | $5,678-57.3% | $11,407-78.8% |