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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 | $134,817-71.3% | $123,973-68.8% | $155,188-75.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.37% | 515.49%-501.1pp | 388.13%-373.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $2,551 | $4,425-42.4% | $4,126-38.2% | $4,248-39.9% |
| Participant deferral / active EE | $9,558 | $5,706+67.5% | $5,247+82.2% | $6,531+46.3% |
| Admin fee / account holder | $1,904 | $13,245-85.6% | $11,799-83.9% | $14,480-86.9% |