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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 | $107,809-57.5% | $97,032-52.7% | $155,188-70.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 14.81% | 38.06%-23.3pp | 35.38%-20.6pp | 148.84%-134.0pp |
| Employer contribution / active EE | $3,423 | $2,911+17.6% | $2,629+30.2% | $4,248-19.4% |
| Participant deferral / active EE | $5,431 | $5,129+5.9% | $4,672+16.2% | $6,531-16.8% |
| Admin fee / account holder | $32,308 | $10,717+201.5% | $9,418+243.1% | $14,480+123.1% |