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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 | $87,166-58.5% | $76,735-52.8% | $137,256-73.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 167.29% | 26.50%+140.8pp | 29.77%+137.5pp | 220.34%-53.1pp |
| Employer contribution / active EE | $2,695 | $2,904-7.2% | $2,454+9.8% | $4,156-35.2% |
| Participant deferral / active EE | $3,037 | $4,726-35.7% | $4,088-25.7% | $6,407-52.6% |
| Admin fee / account holder | $3,193 | $8,403-62.0% | $7,189-55.6% | $12,270-74.0% |