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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 | $40,022 | $167,533-76.1% | $151,645-73.6% | $134,545-70.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.65% | 7.81%-13.5pp | 3.34%-9.0pp | 418.37%-424.0pp |
| Employer contribution / active EE | $2,445 | $6,828-64.2% | $6,165-60.3% | $4,742-48.4% |
| Participant deferral / active EE | $8,152 | $8,985-9.3% | $8,363-2.5% | $6,401+27.4% |
| Admin fee / account holder | $22,869 | $13,781+66.0% | $11,614+96.9% | $11,431+100.1% |