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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 | $35,151 | $109,372-67.9% | $89,414-60.7% | $158,966-77.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 26.12% | 345.55%-319.4pp | 245.50%-219.4pp | 302.95%-276.8pp |
| Employer contribution / active EE | $2,877 | $3,171-9.3% | $2,586+11.2% | $4,762-39.6% |
| Participant deferral / active EE | $10,852 | $4,598+136.0% | $3,890+179.0% | $5,983+81.4% |
| Admin fee / account holder | $4,998 | $6,156-18.8% | $4,883+2.4% | $11,250-55.6% |