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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 | $43,693 | $124,351-64.9% | $109,188-60.0% | $167,553-73.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.43% | 26.04%-13.6pp | 25.76%-13.3pp | 478.89%-466.5pp |
| Employer contribution / active EE | $6,014 | $4,210+42.8% | $3,723+61.5% | $4,840+24.3% |
| Participant deferral / active EE | $1,933 | $5,257-63.2% | $4,654-58.5% | $6,343-69.5% |
| Admin fee / account holder | $5,542 | $7,975-30.5% | $6,755-18.0% | $12,316-55.0% |