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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 | $45,030 | $162,785-72.3% | $133,959-66.4% | $158,950-71.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.27% | 41.94%-29.7pp | 45.09%-32.8pp | 302.91%-290.6pp |
| Employer contribution / active EE | $2,595 | $4,975-47.8% | $3,919-33.8% | $4,762-45.5% |
| Participant deferral / active EE | $3,223 | $5,910-45.5% | $5,047-36.2% | $5,983-46.1% |
| Admin fee / account holder | $12,543 | $11,738+6.9% | $8,928+40.5% | $11,248+11.5% |