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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 | $35,552 | $97,125-63.4% | $86,233-58.8% | $137,256-74.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.07% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,256 | $2,841+14.6% | $2,504+30.0% | $4,156-21.7% |
| Participant deferral / active EE | $4,723 | $5,180-8.8% | $4,559+3.6% | $6,407-26.3% |
| Admin fee / account holder | $10,019 | $9,725+3.0% | $8,342+20.1% | $12,270-18.3% |