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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 | $43,800 | $117,895-62.8% | $102,460-57.3% | $145,897-70.0% |
| Participation rate | 86.7% | 78.6%+8.0pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 17.67% | 31.92%-14.3pp | 29.47%-11.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $10,442 | $3,619+188.5% | $3,025+245.2% | $4,663+124.0% |
| Participant deferral / active EE | $7,064 | $5,736+23.1% | $5,056+39.7% | $6,689+5.6% |
| Admin fee / account holder | $2,140 | $13,353-84.0% | $9,460-77.4% | $13,390-84.0% |