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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 | $47,013 | $149,778-68.6% | $118,946-60.5% | $158,966-70.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.95% | 19.95%-9.0pp | 35.89%-24.9pp | 302.95%-292.0pp |
| Employer contribution / active EE | $3,455 | $4,117-16.1% | $3,263+5.9% | $4,762-27.4% |
| Participant deferral / active EE | $3,408 | $5,225-34.8% | $4,266-20.1% | $5,983-43.0% |
| Admin fee / account holder | $10,182 | $8,604+18.3% | $6,581+54.7% | $11,250-9.5% |