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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 | $35,973 | $114,013-68.4% | $103,693-65.3% | $155,188-76.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.06% | 49.31%-28.2pp | 47.61%-26.5pp | 148.84%-127.8pp |
| Employer contribution / active EE | $3,051 | $3,131-2.6% | $2,920+4.5% | $4,248-28.2% |
| Participant deferral / active EE | $5,609 | $4,970+12.9% | $4,579+22.5% | $6,531-14.1% |
| Admin fee / account holder | $1,391 | $8,407-83.5% | $7,858-82.3% | $14,480-90.4% |