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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 | $48,933 | $86,298-43.3% | $111,308-56.0% | $85,847-43.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.01% | 19.99%-7.0pp | 54.67%-41.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $2,705 | $2,044+32.4% | $2,732-1.0% | $2,565+5.4% |
| Participant deferral / active EE | $3,708 | $3,641+1.9% | $4,487-17.4% | $3,952-6.2% |
| Admin fee / account holder | $339 | $8,189-95.9% | $7,965-95.7% | $6,261-94.6% |