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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 | $43,598 | $115,917-62.4% | $100,535-56.6% | $158,982-72.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.99% | 34.80%-22.8pp | 30.90%-18.9pp | 302.99%-291.0pp |
| Employer contribution / active EE | $2,840 | $4,105-30.8% | $3,419-16.9% | $4,763-40.4% |
| Participant deferral / active EE | $4,085 | $6,677-38.8% | $6,271-34.9% | $5,983-31.7% |
| Admin fee / account holder | $2,094 | $11,002-81.0% | $8,085-74.1% | $11,252-81.4% |