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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 | $45,128 | $755,339-94.0% | $379,746-88.1% | $158,982-71.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 14.25% | 53.41%-39.2pp | 34.90%-20.7pp | 302.99%-288.7pp |
| Employer contribution / active EE | $4,329 | $4,685-7.6% | $3,540+22.3% | $4,763-9.1% |
| Participant deferral / active EE | $2,395 | $7,938-69.8% | $6,024-60.2% | $5,983-60.0% |
| Admin fee / account holder | $1,834 | $14,482-87.3% | $7,927-76.9% | $11,252-83.7% |