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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 | $50,106 | $196,972-74.6% | $182,262-72.5% | $198,609-74.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.57% | 158.27%-137.7pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $2,096 | $5,364-60.9% | $5,046-58.5% | $5,055-58.5% |
| Participant deferral / active EE | $7,362 | $8,643-14.8% | $8,276-11.0% | $6,977+5.5% |
| Admin fee / account holder | $834 | $18,429-95.5% | $16,712-95.0% | $19,030-95.6% |