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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 | $46,546 | $192,829-75.9% | $142,516-67.3% | $139,466-66.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 15.60% | 17.99%-2.4pp | 19.99%-4.4pp | 373.66%-358.1pp |
| Employer contribution / active EE | $3,596 | $5,808-38.1% | $4,849-25.8% | $4,754-24.4% |
| Participant deferral / active EE | $3,316 | $7,200-53.9% | $6,280-47.2% | $6,712-50.6% |
| Admin fee / account holder | $18,969 | $15,120+25.5% | $10,008+89.5% | $11,409+66.3% |