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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 | $43,310 | $185,830-76.7% | $170,004-74.5% | $139,427-68.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.12% | 60.52%-27.4pp | 53.39%-20.3pp | 373.27%-340.1pp |
| Employer contribution / active EE | $2,968 | $7,591-60.9% | $6,786-56.3% | $4,752-37.5% |
| Participant deferral / active EE | $8,017 | $11,622-31.0% | $10,408-23.0% | $6,711+19.5% |
| Admin fee / account holder | $4,005 | $15,381-74.0% | $12,816-68.8% | $11,404-64.9% |