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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 | $41,245 | $208,088-80.2% | $186,193-77.8% | $154,746-73.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 12.77% | 89.97%-77.2pp | 78.03%-65.3pp | 172.34%-159.6pp |
| Employer contribution / active EE | $3,430 | $4,340-21.0% | $3,918-12.5% | $4,379-21.7% |
| Participant deferral / active EE | $4,414 | $7,078-37.6% | $6,513-32.2% | $6,730-34.4% |
| Admin fee / account holder | $8,735 | $11,698-25.3% | $11,058-21.0% | $14,365-39.2% |