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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 | $50,971 | $222,882-77.1% | $182,153-72.0% | $198,609-74.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.7%+34.3pp | 82.4%+17.6pp |
| Annual return | 14.47% | 38.53%-24.1pp | 35.04%-20.6pp | 202.70%-188.2pp |
| Employer contribution / active EE | $3,925 | $2,741+43.2% | $2,593+51.4% | $5,055-22.4% |
| Participant deferral / active EE | $2,618 | $4,212-37.9% | $3,776-30.7% | $6,977-62.5% |
| Admin fee / account holder | $2,703 | $8,972-69.9% | $9,477-71.5% | $19,030-85.8% |