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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 | $45,922 | $162,821-71.8% | $133,978-65.7% | $158,982-71.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.32% | 41.95%-32.6pp | 45.10%-35.8pp | 302.99%-293.7pp |
| Employer contribution / active EE | $2,043 | $4,976-58.9% | $3,919-47.9% | $4,763-57.1% |
| Participant deferral / active EE | $2,577 | $5,910-56.4% | $5,047-48.9% | $5,983-56.9% |
| Admin fee / account holder | $12,898 | $11,742+9.8% | $8,930+44.4% | $11,252+14.6% |