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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 | $33,033 | $102,938-67.9% | $94,105-64.9% | $138,895-76.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 25.87% | 250.28%-224.4pp | 204.55%-178.7pp | 145.39%-119.5pp |
| Employer contribution / active EE | $6,529 | $2,732+139.0% | $2,504+160.7% | $4,194+55.7% |
| Participant deferral / active EE | $8,161 | $4,196+94.5% | $3,881+110.3% | $6,396+27.6% |
| Admin fee / account holder | $2,105 | $6,600-68.1% | $6,199-66.0% | $12,562-83.2% |