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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 | $42,132 | $176,402-76.1% | $134,162-68.6% | $158,982-73.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 24.09% | 63.66%-39.6pp | 36.35%-12.3pp | 302.99%-278.9pp |
| Employer contribution / active EE | $2,439 | $5,042-51.6% | $3,705-34.2% | $4,763-48.8% |
| Participant deferral / active EE | $3,907 | $4,093-4.5% | $3,500+11.7% | $5,983-34.7% |
| Admin fee / account holder | $2,323 | $8,719-73.4% | $6,685-65.3% | $11,252-79.4% |