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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 | $36,710 | $162,821-77.5% | $133,978-72.6% | $158,982-76.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.28% | 41.95%-28.7pp | 45.10%-31.8pp | 302.99%-289.7pp |
| Employer contribution / active EE | $3,034 | $4,976-39.0% | $3,919-22.6% | $4,763-36.3% |
| Participant deferral / active EE | $6,070 | $5,910+2.7% | $5,047+20.3% | $5,983+1.4% |
| Admin fee / account holder | $710 | $11,742-94.0% | $8,930-92.0% | $11,252-93.7% |