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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 | $33,976 | $183,627-81.5% | $155,602-78.2% | $145,978-76.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.64% | 61.32%-51.7pp | 64.81%-55.2pp | 550.52%-540.9pp |
| Employer contribution / active EE | $2,415 | $5,316-54.6% | $4,675-48.3% | $4,662-48.2% |
| Participant deferral / active EE | $3,377 | $6,466-47.8% | $5,629-40.0% | $6,690-49.5% |
| Admin fee / account holder | $1,220 | $19,327-93.7% | $15,923-92.3% | $13,400-90.9% |