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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 | $52,694 | $232,540-77.3% | $185,117-71.5% | $147,586-64.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.28% | 43.03%-20.8pp | 40.50%-18.2pp | 578.59%-556.3pp |
| Employer contribution / active EE | $2,766 | $5,195-46.8% | $4,182-33.9% | $4,876-43.3% |
| Participant deferral / active EE | $6,149 | $5,834+5.4% | $5,045+21.9% | $5,439+13.1% |
| Admin fee / account holder | $1,425 | $10,275-86.1% | $8,159-82.5% | $10,886-86.9% |