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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 | $34,328 | $129,737-73.5% | $119,126-71.2% | $154,746-77.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.75% | 379.08%-355.3pp | 282.11%-258.4pp | 172.34%-148.6pp |
| Employer contribution / active EE | $5,923 | $4,375+35.4% | $4,034+46.8% | $4,379+35.3% |
| Participant deferral / active EE | $9,664 | $5,842+65.4% | $5,318+81.7% | $6,730+43.6% |
| Admin fee / account holder | $1,438 | $11,961-88.0% | $10,693-86.6% | $14,365-90.0% |