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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 | $52,416 | $100,203-47.7% | $85,240-38.5% | $145,897-64.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 84.28%-72.2pp | 66.75%-54.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,175 | $3,242-32.9% | $2,735-20.5% | $4,663-53.3% |
| Participant deferral / active EE | $6,229 | $5,299+17.6% | $4,527+37.6% | $6,689-6.9% |
| Admin fee / account holder | $598 | $7,265-91.8% | $6,165-90.3% | $13,390-95.5% |