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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 | $38,463 | $98,240-60.8% | $82,312-53.3% | $147,586-73.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.41% | 30.85%-16.4pp | 25.88%-11.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $4,118 | $3,192+29.0% | $2,428+69.6% | $4,876-15.6% |
| Participant deferral / active EE | $7,490 | $4,383+70.9% | $3,706+102.1% | $5,439+37.7% |
| Admin fee / account holder | $5,780 | $8,563-32.5% | $5,608+3.1% | $10,886-46.9% |