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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 | $33,779 | $114,119-70.4% | $107,187-68.5% | $138,895-75.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 24.85% | 273.21%-248.4pp | 204.55%-179.7pp | 145.39%-120.5pp |
| Employer contribution / active EE | $3,263 | $4,059-19.6% | $3,782-13.7% | $4,194-22.2% |
| Participant deferral / active EE | $10,588 | $5,538+91.2% | $5,096+107.8% | $6,396+65.5% |
| Admin fee / account holder | $9,439 | $10,024-5.8% | $9,162+3.0% | $12,562-24.9% |