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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 | $42,389 | $117,846-64.0% | $102,434-58.6% | $145,884-70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.70% | 31.90%-19.2pp | 29.46%-16.8pp | 551.85%-539.1pp |
| Employer contribution / active EE | $6,421 | $3,615+77.6% | $3,023+112.4% | $4,662+37.7% |
| Participant deferral / active EE | $8,460 | $5,733+47.6% | $5,055+67.4% | $6,690+26.5% |
| Admin fee / account holder | $7,603 | $13,356-43.1% | $9,462-19.6% | $13,392-43.2% |