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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 | $55,342 | $149,741-63.0% | $118,914-53.5% | $158,982-65.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 30.57% | 19.94%+10.6pp | 35.89%-5.3pp | 302.99%-272.4pp |
| Employer contribution / active EE | $7,954 | $4,119+93.1% | $3,264+143.7% | $4,763+67.0% |
| Participant deferral / active EE | $5,348 | $5,226+2.4% | $4,266+25.4% | $5,983-10.6% |
| Admin fee / account holder | $1,313 | $8,607-84.8% | $6,582-80.1% | $11,252-88.3% |