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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 | $31,188 | $172,111-81.9% | $150,298-79.2% | $137,256-77.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.73% | 69.37%-48.6pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $6,593 | $4,636+42.2% | $4,154+58.7% | $4,156+58.6% |
| Participant deferral / active EE | $9,861 | $6,166+59.9% | $5,453+80.8% | $6,407+53.9% |
| Admin fee / account holder | $2,682 | $16,471-83.7% | $14,116-81.0% | $12,270-78.1% |