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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 | $44,764 | $96,524-53.6% | $75,900-41.0% | $152,909-70.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 13.97% | 33.93%-20.0pp | 30.73%-16.8pp | 345.46%-331.5pp |
| Employer contribution / active EE | $9,805 | $3,311+196.2% | $2,501+292.0% | $4,764+105.8% |
| Participant deferral / active EE | $6,386 | $4,554+40.2% | $3,604+77.2% | $5,851+9.1% |
| Admin fee / account holder | $2,392 | $8,082-70.4% | $5,421-55.9% | $11,601-79.4% |