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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 | $37,904 | $172,111-78.0% | $150,298-74.8% | $137,256-72.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.46% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,721 | $4,636-41.3% | $4,154-34.5% | $4,156-34.5% |
| Participant deferral / active EE | $5,911 | $6,166-4.1% | $5,453+8.4% | $6,407-7.7% |
| Admin fee / account holder | $860 | $16,471-94.8% | $14,116-93.9% | $12,270-93.0% |