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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 | $45,852 | $147,556-68.9% | $129,031-64.5% | $198,609-76.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 14.81% | 37.41%-22.6pp | 34.67%-19.9pp | 202.70%-187.9pp |
| Employer contribution / active EE | $3,423 | $3,645-6.1% | $3,226+6.1% | $5,055-32.3% |
| Participant deferral / active EE | $5,431 | $5,760-5.7% | $5,217+4.1% | $6,977-22.2% |
| Admin fee / account holder | $32,308 | $15,467+108.9% | $13,208+144.6% | $19,030+69.8% |