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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 | $38,661 | $129,737-70.2% | $119,126-67.5% | $154,746-75.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.37% | 379.08%-364.7pp | 282.11%-267.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,551 | $4,375-41.7% | $4,034-36.8% | $4,379-41.7% |
| Participant deferral / active EE | $9,558 | $5,842+63.6% | $5,318+79.7% | $6,730+42.0% |
| Admin fee / account holder | $1,904 | $11,961-84.1% | $10,693-82.2% | $14,365-86.7% |