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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 | $34,937 | $123,155-71.6% | $108,753-67.9% | $155,188-77.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.48% | 44.73%-30.3pp | 37.47%-23.0pp | 148.84%-134.4pp |
| Employer contribution / active EE | $8,612 | $2,811+206.3% | $2,427+254.9% | $4,248+102.7% |
| Participant deferral / active EE | $2,609 | $4,623-43.6% | $4,115-36.6% | $6,531-60.1% |
| Admin fee / account holder | $16,435 | $12,126+35.5% | $10,320+59.3% | $14,480+13.5% |