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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 | $47,044 | $96,965-51.5% | $97,995-52.0% | $147,585-68.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 15.34% | 24.11%-8.8pp | 23.94%-8.6pp | 578.58%-563.2pp |
| Employer contribution / active EE | $2,298 | $4,536-49.4% | $4,158-44.7% | $4,876-52.9% |
| Participant deferral / active EE | $7,353 | $5,081+44.7% | $5,097+44.3% | $5,439+35.2% |
| Admin fee / account holder | $2,159 | $8,120-73.4% | $5,943-63.7% | $10,886-80.2% |