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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 | $44,578 | $85,024-47.6% | $70,544-36.8% | $139,466-68.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 14.48% | 30.39%-15.9pp | 32.79%-18.3pp | 373.66%-359.2pp |
| Employer contribution / active EE | $6,563 | $3,912+67.8% | $2,976+120.6% | $4,754+38.1% |
| Participant deferral / active EE | $2,955 | $5,891-49.8% | $4,568-35.3% | $6,712-56.0% |
| Admin fee / account holder | $2,058 | $8,928-77.0% | $6,427-68.0% | $11,409-82.0% |