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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 | $42,658 | $106,247-59.9% | $96,515-55.8% | $139,466-69.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 34.14% | 38.47%-4.3pp | 35.73%-1.6pp | 373.66%-339.5pp |
| Employer contribution / active EE | $7,259 | $4,106+76.8% | $3,740+94.1% | $4,754+52.7% |
| Participant deferral / active EE | $23,505 | $5,456+330.8% | $4,880+381.7% | $6,712+250.2% |
| Admin fee / account holder | $13,003 | $7,885+64.9% | $6,735+93.1% | $11,409+14.0% |