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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 | $33,811 | $172,111-80.4% | $150,298-77.5% | $137,256-75.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.54% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,926 | $4,636-58.5% | $4,154-53.6% | $4,156-53.7% |
| Participant deferral / active EE | $4,904 | $6,166-20.5% | $5,453-10.1% | $6,407-23.5% |
| Admin fee / account holder | $566 | $16,471-96.6% | $14,116-96.0% | $12,270-95.4% |