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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 | $47,227 | $114,119-58.6% | $107,187-55.9% | $138,895-66.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.48% | 273.21%-258.7pp | 204.55%-190.1pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,080 | $4,059-48.8% | $3,782-45.0% | $4,194-50.4% |
| Participant deferral / active EE | $11,232 | $5,538+102.8% | $5,096+120.4% | $6,396+75.6% |
| Admin fee / account holder | $800 | $10,024-92.0% | $9,162-91.3% | $12,562-93.6% |