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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 | $25,224 | $108,882-76.8% | $96,754-73.9% | $154,746-83.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 10.52% | 98.39%-87.9pp | 82.04%-71.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $2,927 | $3,018-3.0% | $2,679+9.3% | $4,379-33.2% |
| Participant deferral / active EE | $6,046 | $5,323+13.6% | $4,758+27.1% | $6,730-10.2% |
| Admin fee / account holder | $22,973 | $10,200+125.2% | $8,905+158.0% | $14,365+59.9% |