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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 | $42,933 | $77,419-44.5% | $69,461-38.2% | $152,885-71.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.12% | 39.07%-19.9pp | 28.97%-9.9pp | 345.39%-326.3pp |
| Employer contribution / active EE | $3,619 | $3,315+9.2% | $2,779+30.2% | $4,763-24.0% |
| Participant deferral / active EE | $5,095 | $4,414+15.4% | $3,536+44.1% | $5,851-12.9% |
| Admin fee / account holder | $6,250 | $6,207+0.7% | $3,840+62.8% | $11,598-46.1% |