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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 | $36,848 | $117,895-68.7% | $102,460-64.0% | $145,897-74.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.21% | 31.92%-17.7pp | 29.47%-15.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,157 | $3,619-12.8% | $3,025+4.4% | $4,663-32.3% |
| Participant deferral / active EE | $4,799 | $5,736-16.3% | $5,056-5.1% | $6,689-28.3% |
| Admin fee / account holder | $1,356 | $13,353-89.8% | $9,460-85.7% | $13,390-89.9% |