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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 | $34,396 | $149,741-77.0% | $118,914-71.1% | $158,982-78.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 24.11% | 19.94%+4.2pp | 35.89%-11.8pp | 302.99%-278.9pp |
| Employer contribution / active EE | $4,912 | $4,119+19.3% | $3,264+50.5% | $4,763+3.1% |
| Participant deferral / active EE | $6,500 | $5,226+24.4% | $4,266+52.4% | $5,983+8.6% |
| Admin fee / account holder | $7,541 | $8,607-12.4% | $6,582+14.6% | $11,252-33.0% |