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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 | $46,115 | $117,895-60.9% | $102,460-55.0% | $145,897-68.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.96% | 31.92%-20.0pp | 29.47%-17.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,733 | $3,619-52.1% | $3,025-42.7% | $4,663-62.8% |
| Participant deferral / active EE | $4,951 | $5,736-13.7% | $5,056-2.1% | $6,689-26.0% |
| Admin fee / account holder | $32,776 | $13,353+145.5% | $9,460+246.5% | $13,390+144.8% |