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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 | $58,547 | $117,895-50.3% | $102,460-42.9% | $145,897-59.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.76% | 31.92%-16.2pp | 29.47%-13.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,866 | $3,619-20.8% | $3,025-5.3% | $4,663-38.5% |
| Participant deferral / active EE | $8,809 | $5,736+53.6% | $5,056+74.2% | $6,689+31.7% |
| Admin fee / account holder | $338 | $13,353-97.5% | $9,460-96.4% | $13,390-97.5% |