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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 | $36,209 | $107,733-66.4% | $92,985-61.1% | $154,746-76.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 167.29% | 30.39%+136.9pp | 27.99%+139.3pp | 172.34%-5.1pp |
| Employer contribution / active EE | $2,695 | $3,126-13.8% | $2,662+1.2% | $4,379-38.5% |
| Participant deferral / active EE | $3,037 | $5,053-39.9% | $4,377-30.6% | $6,730-54.9% |
| Admin fee / account holder | $3,193 | $11,369-71.9% | $9,463-66.3% | $14,365-77.8% |