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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 | $47,298 | $105,856-55.3% | $90,161-47.5% | $147,585-68.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.20% | 37.63%-22.4pp | 34.89%-19.7pp | 578.58%-563.4pp |
| Employer contribution / active EE | $3,473 | $4,126-15.8% | $3,318+4.7% | $4,876-28.8% |
| Participant deferral / active EE | $4,293 | $5,733-25.1% | $5,287-18.8% | $5,439-21.1% |
| Admin fee / account holder | $2,118 | $8,046-73.7% | $5,943-64.4% | $10,886-80.5% |