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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 | $47,094 | $172,111-72.6% | $150,298-68.7% | $137,256-65.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.21% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $8,524 | $4,636+83.9% | $4,154+105.2% | $4,156+105.1% |
| Participant deferral / active EE | $14,233 | $6,166+130.8% | $5,453+161.0% | $6,407+122.2% |
| Admin fee / account holder | $34,763 | $16,471+111.1% | $14,116+146.3% | $12,270+183.3% |