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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 | $39,562 | $108,882-63.7% | $96,754-59.1% | $154,746-74.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.11% | 98.39%-82.3pp | 82.04%-65.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $4,327 | $3,018+43.4% | $2,679+61.5% | $4,379-1.2% |
| Participant deferral / active EE | $3,119 | $5,323-41.4% | $4,758-34.4% | $6,730-53.7% |
| Admin fee / account holder | $1,777 | $10,200-82.6% | $8,905-80.0% | $14,365-87.6% |