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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 | $54,858 | $102,638-46.6% | $81,982-33.1% | $158,982-65.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 15.84% | 61.05%-45.2pp | 41.31%-25.5pp | 302.99%-287.2pp |
| Employer contribution / active EE | $3,070 | $3,241-5.3% | $2,498+22.9% | $4,763-35.5% |
| Participant deferral / active EE | $8,140 | $4,649+75.1% | $3,722+118.7% | $5,983+36.0% |
| Admin fee / account holder | $2,500 | $8,237-69.7% | $5,665-55.9% | $11,252-77.8% |