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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 | $38,712 | $197,625-80.4% | $177,840-78.2% | $158,966-75.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.30% | 58.76%-50.5pp | 48.32%-40.0pp | 302.95%-294.7pp |
| Employer contribution / active EE | $3,930 | $6,698-41.3% | $5,919-33.6% | $4,762-17.5% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,000 | $15,405-67.5% | $12,431-59.8% | $11,250-55.6% |