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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 | $47,234 | $104,251-54.7% | $91,004-48.1% | $147,586-68.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.77% | 27.06%-8.3pp | 4.60%+14.2pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,338 | $3,116-57.1% | $2,456-45.5% | $4,876-72.6% |
| Participant deferral / active EE | $4,738 | $4,195+12.9% | $3,548+33.5% | $5,439-12.9% |
| Admin fee / account holder | $499 | $8,948-94.4% | $5,417-90.8% | $10,886-95.4% |