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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 | $42,987 | $209,336-79.5% | $197,124-78.2% | $137,256-68.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.77% | 48.09%-32.3pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,801 | $6,591-72.7% | $6,227-71.1% | $4,156-56.7% |
| Participant deferral / active EE | $4,581 | $9,614-52.3% | $9,135-49.8% | $6,407-28.5% |
| Admin fee / account holder | $15,073 | $17,308-12.9% | $16,298-7.5% | $12,270+22.8% |