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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 | $59,490 | $112,935-47.3% | $90,970-34.6% | $158,966-62.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.61% | 215.79%-200.2pp | 134.58%-119.0pp | 302.95%-287.3pp |
| Employer contribution / active EE | $2,037 | $2,895-29.6% | $2,122-4.0% | $4,762-57.2% |
| Participant deferral / active EE | $5,325 | $4,129+29.0% | $3,373+57.8% | $5,983-11.0% |
| Admin fee / account holder | $1,470 | $8,045-81.7% | $5,960-75.3% | $11,250-86.9% |