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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 | $114,119-66.1% | $107,187-63.9% | $138,895-72.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.37% | 273.21%-258.8pp | 204.55%-190.2pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,551 | $4,059-37.1% | $3,782-32.6% | $4,194-39.2% |
| Participant deferral / active EE | $9,558 | $5,538+72.6% | $5,096+87.6% | $6,396+49.4% |
| Admin fee / account holder | $1,904 | $10,024-81.0% | $9,162-79.2% | $12,562-84.8% |