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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 | $44,156 | $157,829-72.0% | $136,867-67.7% | $198,609-77.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 8.63% | 51.25%-42.6pp | 42.97%-34.3pp | 202.70%-194.1pp |
| Employer contribution / active EE | $8,266 | $3,923+110.7% | $3,547+133.0% | $5,055+63.5% |
| Participant deferral / active EE | $5,254 | $5,463-3.8% | $4,924+6.7% | $6,977-24.7% |
| Admin fee / account holder | $9,052 | $11,107-18.5% | $10,340-12.5% | $19,030-52.4% |