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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 | $94,439-59.8% | $73,658-48.5% | $154,746-75.5% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 20.37% | 28.25%-7.9pp | 29.72%-9.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $7,354 | $1,257+484.9% | $1,032+612.4% | $4,379+67.9% |
| Participant deferral / active EE | $9,690 | $2,527+283.4% | $2,062+369.9% | $6,730+44.0% |
| Admin fee / account holder | $3,366 | $3,843-12.4% | $3,357+0.3% | $14,365-76.6% |