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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 | $35,037 | $115,780-69.7% | $101,255-65.4% | $158,931-78.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.62% | 56.14%-44.5pp | 46.48%-34.9pp | 302.86%-291.2pp |
| Employer contribution / active EE | $1,848 | $4,175-55.7% | $3,660-49.5% | $4,761-61.2% |
| Participant deferral / active EE | $8,032 | $4,958+62.0% | $4,370+83.8% | $5,982+34.3% |
| Admin fee / account holder | $3,196 | $7,246-55.9% | $5,946-46.3% | $11,247-71.6% |