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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 | $51,368 | $183,627-72.0% | $155,602-67.0% | $145,978-64.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 51.55% | 61.32%-9.8pp | 64.81%-13.3pp | 550.52%-499.0pp |
| Employer contribution / active EE | $2,261 | $5,316-57.5% | $4,675-51.6% | $4,662-51.5% |
| Participant deferral / active EE | $6,557 | $6,466+1.4% | $5,629+16.5% | $6,690-2.0% |
| Admin fee / account holder | $2,080 | $19,327-89.2% | $15,923-86.9% | $13,400-84.5% |