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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 | $35,927 | $116,203-69.1% | $93,621-61.6% | $152,897-76.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 25.83% | 35.96%-10.1pp | 32.76%-6.9pp | 345.43%-319.6pp |
| Employer contribution / active EE | $2,284 | $3,219-29.0% | $2,719-16.0% | $4,764-52.1% |
| Participant deferral / active EE | $5,371 | $4,605+16.7% | $4,070+32.0% | $5,851-8.2% |
| Admin fee / account holder | $2,285 | $10,751-78.7% | $7,890-71.0% | $11,599-80.3% |