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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 | $117,846-68.7% | $102,434-64.0% | $145,884-74.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.21% | 31.90%-17.7pp | 29.46%-15.2pp | 551.85%-537.6pp |
| Employer contribution / active EE | $3,157 | $3,615-12.7% | $3,023+4.4% | $4,662-32.3% |
| Participant deferral / active EE | $4,799 | $5,733-16.3% | $5,055-5.1% | $6,690-28.3% |
| Admin fee / account holder | $1,356 | $13,356-89.8% | $9,462-85.7% | $13,392-89.9% |