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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 | $37,175 | $172,111-78.4% | $150,298-75.3% | $137,256-72.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.81% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $9,807 | $4,636+111.5% | $4,154+136.1% | $4,156+136.0% |
| Participant deferral / active EE | $6,179 | $6,166+0.2% | $5,453+13.3% | $6,407-3.6% |
| Admin fee / account holder | $2,043 | $16,471-87.6% | $14,116-85.5% | $12,270-83.3% |