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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 | $61,603 | $232,540-73.5% | $185,117-66.7% | $147,585-58.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.51% | 43.03%-30.5pp | 40.50%-28.0pp | 578.58%-566.1pp |
| Employer contribution / active EE | $2,751 | $5,195-47.0% | $4,182-34.2% | $4,876-43.6% |
| Participant deferral / active EE | $5,563 | $5,834-4.6% | $5,045+10.3% | $5,439+2.3% |
| Admin fee / account holder | $18,684 | $10,275+81.8% | $8,159+129.0% | $10,886+71.6% |