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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 | $36,211 | $117,895-69.3% | $102,460-64.7% | $145,897-75.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.20% | 31.92%-18.7pp | 29.47%-16.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,998 | $3,619-17.2% | $3,025-0.9% | $4,663-35.7% |
| Participant deferral / active EE | $7,104 | $5,736+23.9% | $5,056+40.5% | $6,689+6.2% |
| Admin fee / account holder | $1,546 | $13,353-88.4% | $9,460-83.7% | $13,390-88.5% |