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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 | $45,932 | $117,846-61.0% | $102,434-55.2% | $145,884-68.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.20% | 31.90%-20.7pp | 29.46%-18.3pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,709 | $3,615-52.7% | $3,023-43.5% | $4,662-63.3% |
| Participant deferral / active EE | $2,923 | $5,733-49.0% | $5,055-42.2% | $6,690-56.3% |
| Admin fee / account holder | $19,573 | $13,356+46.5% | $9,462+106.9% | $13,392+46.2% |