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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 | $46,947 | $162,821-71.2% | $133,978-65.0% | $158,982-70.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.70% | 41.95%-29.2pp | 45.10%-32.4pp | 302.99%-290.3pp |
| Employer contribution / active EE | $2,326 | $4,976-53.2% | $3,919-40.6% | $4,763-51.2% |
| Participant deferral / active EE | $6,400 | $5,910+8.3% | $5,047+26.8% | $5,983+7.0% |
| Admin fee / account holder | $357 | $11,742-97.0% | $8,930-96.0% | $11,252-96.8% |