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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 | $60,054 | $232,540-74.2% | $185,117-67.6% | $147,586-59.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.12% | 43.03%-26.9pp | 40.50%-24.4pp | 578.59%-562.5pp |
| Employer contribution / active EE | $3,124 | $5,195-39.9% | $4,182-25.3% | $4,876-35.9% |
| Participant deferral / active EE | $12,503 | $5,834+114.3% | $5,045+147.8% | $5,439+129.9% |
| Admin fee / account holder | $2,330 | $10,275-77.3% | $8,159-71.4% | $10,886-78.6% |