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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 | $37,580 | $124,980-69.9% | $108,359-65.3% | $154,746-75.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.32% | 45.00%-24.7pp | 36.89%-16.6pp | 172.34%-152.0pp |
| Employer contribution / active EE | $6,587 | $2,851+131.1% | $2,399+174.5% | $4,379+50.4% |
| Participant deferral / active EE | $8,968 | $4,743+89.1% | $4,137+116.8% | $6,730+33.2% |
| Admin fee / account holder | $3,055 | $11,502-73.4% | $9,741-68.6% | $14,365-78.7% |