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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 | $47,407 | $228,352-79.2% | $185,835-74.5% | $158,966-70.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.18% | 40.81%-29.6pp | 35.96%-24.8pp | 302.95%-291.8pp |
| Employer contribution / active EE | $7,773 | $4,967+56.5% | $4,087+90.2% | $4,762+63.2% |
| Participant deferral / active EE | $4,747 | $6,416-26.0% | $5,633-15.7% | $5,983-20.7% |
| Admin fee / account holder | $4,155 | $11,867-65.0% | $9,502-56.3% | $11,250-63.1% |