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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 | $39,288 | $110,240-64.4% | $96,544-59.3% | $139,487-71.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.43% | 26.41%-12.0pp | 25.88%-11.4pp | 373.84%-359.4pp |
| Employer contribution / active EE | $9,108 | $3,622+151.4% | $2,966+207.0% | $4,755+91.6% |
| Participant deferral / active EE | $5,464 | $5,549-1.5% | $4,851+12.6% | $6,713-18.6% |
| Admin fee / account holder | $2,040 | $11,602-82.4% | $8,254-75.3% | $11,407-82.1% |