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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 | $54,407 | $97,125-44.0% | $86,233-36.9% | $137,256-60.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.62% | 74.19%-52.6pp | 61.39%-39.8pp | 220.34%-198.7pp |
| Employer contribution / active EE | $5,593 | $2,841+96.8% | $2,504+123.3% | $4,156+34.6% |
| Participant deferral / active EE | $7,854 | $5,180+51.6% | $4,559+72.3% | $6,407+22.6% |
| Admin fee / account holder | $6,197 | $9,725-36.3% | $8,342-25.7% | $12,270-49.5% |