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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 | $65,290 | $117,859-44.6% | $102,438-36.3% | $145,959-55.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.49% | 31.72%-19.2pp | 29.37%-16.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,637 | $3,615-27.0% | $3,024-12.8% | $4,661-43.4% |
| Participant deferral / active EE | $9,844 | $5,732+71.7% | $5,054+94.8% | $6,689+47.2% |
| Admin fee / account holder | $48,162 | $13,318+261.6% | $9,448+409.8% | $13,398+259.5% |