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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 | $134,817-74.9% | $123,973-72.8% | $155,188-78.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 24.85% | 515.49%-490.6pp | 388.13%-363.3pp | 148.84%-124.0pp |
| Employer contribution / active EE | $3,263 | $4,425-26.3% | $4,126-20.9% | $4,248-23.2% |
| Participant deferral / active EE | $10,588 | $5,706+85.5% | $5,247+101.8% | $6,531+62.1% |
| Admin fee / account holder | $9,439 | $13,245-28.7% | $11,799-20.0% | $14,480-34.8% |