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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 | $55,507 | $108,882-49.0% | $96,754-42.6% | $154,746-64.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.21% | 98.39%-83.2pp | 82.04%-66.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $4,969 | $3,018+64.6% | $2,679+85.5% | $4,379+13.5% |
| Participant deferral / active EE | $3,304 | $5,323-37.9% | $4,758-30.6% | $6,730-50.9% |
| Admin fee / account holder | $1,119 | $10,200-89.0% | $8,905-87.4% | $14,365-92.2% |