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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 | $31,740 | $149,741-78.8% | $118,914-73.3% | $158,982-80.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 25.62% | 19.94%+5.7pp | 35.89%-10.3pp | 302.99%-277.4pp |
| Employer contribution / active EE | $6,320 | $4,119+53.5% | $3,264+93.6% | $4,763+32.7% |
| Participant deferral / active EE | $3,730 | $5,226-28.6% | $4,266-12.6% | $5,983-37.7% |
| Admin fee / account holder | $1,467 | $8,607-83.0% | $6,582-77.7% | $11,252-87.0% |