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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 | $34,035 | $114,119-70.2% | $107,187-68.2% | $138,895-75.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.78% | 273.21%-251.4pp | 204.55%-182.8pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,278 | $4,059-43.9% | $3,782-39.8% | $4,194-45.7% |
| Participant deferral / active EE | $3,146 | $5,538-43.2% | $5,096-38.3% | $6,396-50.8% |
| Admin fee / account holder | $21,944 | $10,024+118.9% | $9,162+139.5% | $12,562+74.7% |