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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 | $43,633 | $104,251-58.1% | $91,004-52.1% | $147,586-70.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.02% | 27.06%-17.0pp | 4.60%+5.4pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,683 | $3,116-46.0% | $2,456-31.5% | $4,876-65.5% |
| Participant deferral / active EE | $1,683 | $4,195-59.9% | $3,548-52.6% | $5,439-69.1% |
| Admin fee / account holder | $6,962 | $8,948-22.2% | $5,417+28.5% | $10,886-36.0% |