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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 | $43,990 | $73,988-40.5% | $96,538-54.4% | $75,177-41.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.79% | 26.73%-12.9pp | 35.74%-21.9pp | 160.75%-147.0pp |
| Employer contribution / active EE | $16,009 | $2,930+446.3% | $3,740+328.0% | $2,671+499.3% |
| Participant deferral / active EE | $2,024 | $3,660-44.7% | $4,880-58.5% | $4,126-51.0% |
| Admin fee / account holder | $6,049 | $5,220+15.9% | $6,737-10.2% | $5,651+7.0% |