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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 | $37,959 | $104,650-63.7% | $83,854-54.7% | $155,188-75.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 20.37% | 28.97%-8.6pp | 31.39%-11.0pp | 148.84%-128.5pp |
| Employer contribution / active EE | $7,354 | $1,196+514.7% | $1,017+623.0% | $4,248+73.1% |
| Participant deferral / active EE | $9,690 | $2,367+309.3% | $2,035+376.1% | $6,531+48.4% |
| Admin fee / account holder | $3,366 | $3,518-4.3% | $3,197+5.3% | $14,480-76.8% |