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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 | $39,336 | $117,846-66.6% | $102,434-61.6% | $145,884-73.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.74% | 31.90%-21.2pp | 29.46%-18.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,381 | $3,615-61.8% | $3,023-54.3% | $4,662-70.4% |
| Participant deferral / active EE | $4,049 | $5,733-29.4% | $5,055-19.9% | $6,690-39.5% |
| Admin fee / account holder | $11,015 | $13,356-17.5% | $9,462+16.4% | $13,392-17.7% |