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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 | $39,534 | $117,895-66.5% | $102,460-61.4% | $145,897-72.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.03% | 31.92%-17.9pp | 29.47%-15.4pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,081 | $3,619-42.5% | $3,025-31.2% | $4,663-55.4% |
| Participant deferral / active EE | $3,723 | $5,736-35.1% | $5,056-26.4% | $6,689-44.4% |
| Admin fee / account holder | $4,275 | $13,353-68.0% | $9,460-54.8% | $13,390-68.1% |