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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 | $46,763 | $110,410-57.6% | $102,437-54.3% | $145,897-67.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.09% | 24.85%-4.8pp | 24.95%-4.9pp | 552.29%-532.2pp |
| Employer contribution / active EE | $2,043 | $4,217-51.5% | $3,871-47.2% | $4,663-56.2% |
| Participant deferral / active EE | $8,451 | $5,622+50.3% | $5,060+67.0% | $6,689+26.3% |
| Admin fee / account holder | $9,025 | $9,745-7.4% | $8,388+7.6% | $13,390-32.6% |