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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 | $48,345 | $106,280-54.5% | $96,538-49.9% | $139,487-65.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.95% | 38.48%-22.5pp | 35.74%-19.8pp | 373.84%-357.9pp |
| Employer contribution / active EE | $13,925 | $4,107+239.0% | $3,740+272.3% | $4,755+192.9% |
| Participant deferral / active EE | $1,755 | $5,457-67.8% | $4,880-64.0% | $6,713-73.9% |
| Admin fee / account holder | $8,545 | $7,888+8.3% | $6,737+26.8% | $11,407-25.1% |