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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 | $27,822 | $228,352-87.8% | $185,835-85.0% | $158,966-82.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.70% | 40.81%-28.1pp | 35.96%-23.3pp | 302.95%-290.3pp |
| Employer contribution / active EE | $2,817 | $4,967-43.3% | $4,087-31.1% | $4,762-40.9% |
| Participant deferral / active EE | $9,228 | $6,416+43.8% | $5,633+63.8% | $5,983+54.2% |
| Admin fee / account holder | $37,204 | $11,867+213.5% | $9,502+291.5% | $11,250+230.7% |