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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 | $58,407 | $117,846-50.4% | $102,434-43.0% | $145,884-60.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.61% | 31.90%-18.3pp | 29.46%-15.8pp | 551.85%-538.2pp |
| Employer contribution / active EE | $4,661 | $3,615+28.9% | $3,023+54.2% | $4,6620% |
| Participant deferral / active EE | $7,512 | $5,733+31.0% | $5,055+48.6% | $6,690+12.3% |
| Admin fee / account holder | $3,926 | $13,356-70.6% | $9,462-58.5% | $13,392-70.7% |