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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 | $41,851 | $172,111-75.7% | $150,298-72.2% | $137,256-69.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.64% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,234 | $4,636-51.8% | $4,154-46.2% | $4,156-46.3% |
| Participant deferral / active EE | $3,447 | $6,166-44.1% | $5,453-36.8% | $6,407-46.2% |
| Admin fee / account holder | $1,759 | $16,471-89.3% | $14,116-87.5% | $12,270-85.7% |