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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 | $31,187 | $162,785-80.8% | $133,959-76.7% | $158,950-80.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.25% | 41.94%-26.7pp | 45.09%-29.8pp | 302.91%-287.7pp |
| Employer contribution / active EE | $2,770 | $4,975-44.3% | $3,919-29.3% | $4,762-41.8% |
| Participant deferral / active EE | $3,832 | $5,910-35.2% | $5,047-24.1% | $5,983-36.0% |
| Admin fee / account holder | $986 | $11,738-91.6% | $8,928-89.0% | $11,248-91.2% |