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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 | $33,031 | $209,336-84.2% | $197,124-83.2% | $137,256-75.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.94% | 48.09%-28.1pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $5,864 | $6,591-11.0% | $6,227-5.8% | $4,156+41.1% |
| Participant deferral / active EE | $8,782 | $9,614-8.7% | $9,135-3.9% | $6,407+37.1% |
| Admin fee / account holder | $4,728 | $17,308-72.7% | $16,298-71.0% | $12,270-61.5% |