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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 | $41,363 | $227,399-81.8% | $189,758-78.2% | $198,609-79.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.02% | 61.03%-43.0pp | 52.62%-34.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $3,545 | $5,526-35.9% | $4,767-25.6% | $5,055-29.9% |
| Participant deferral / active EE | $13,091 | $6,837+91.5% | $5,856+123.5% | $6,977+87.6% |
| Admin fee / account holder | $13,634 | $25,162-45.8% | $20,388-33.1% | $19,030-28.4% |