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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 | $39,187 | $172,111-77.2% | $150,298-73.9% | $137,256-71.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 42.02% | 69.37%-27.4pp | 62.79%-20.8pp | 220.34%-178.3pp |
| Employer contribution / active EE | $1,028 | $4,636-77.8% | $4,154-75.2% | $4,156-75.3% |
| Participant deferral / active EE | $8,053 | $6,166+30.6% | $5,453+47.7% | $6,407+25.7% |
| Admin fee / account holder | $2,463 | $16,471-85.0% | $14,116-82.6% | $12,270-79.9% |