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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 | $33,784 | $114,119-70.4% | $107,187-68.5% | $138,895-75.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.34% | 273.21%-252.9pp | 204.55%-184.2pp | 145.39%-125.1pp |
| Employer contribution / active EE | $2,227 | $4,059-45.1% | $3,782-41.1% | $4,194-46.9% |
| Participant deferral / active EE | $7,010 | $5,538+26.6% | $5,096+37.6% | $6,396+9.6% |
| Admin fee / account holder | $1,694 | $10,024-83.1% | $9,162-81.5% | $12,562-86.5% |