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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 | $34,332 | $117,846-70.9% | $102,434-66.5% | $145,884-76.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.65% | 31.90%-23.2pp | 29.46%-20.8pp | 551.85%-543.2pp |
| Employer contribution / active EE | $8,893 | $3,615+146.0% | $3,023+194.2% | $4,662+90.7% |
| Participant deferral / active EE | $4,950 | $5,733-13.7% | $5,055-2.1% | $6,690-26.0% |
| Admin fee / account holder | $1,991 | $13,356-85.1% | $9,462-79.0% | $13,392-85.1% |