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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 | $50,103 | $124,346-59.7% | $111,306-55.0% | $167,553-70.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.83% | 37.46%-25.6pp | 54.67%-42.8pp | 478.89%-467.1pp |
| Employer contribution / active EE | $3,079 | $3,438-10.4% | $2,732+12.7% | $4,840-36.4% |
| Participant deferral / active EE | $3,892 | $5,182-24.9% | $4,488-13.3% | $6,343-38.6% |
| Admin fee / account holder | $8,974 | $10,623-15.5% | $7,966+12.7% | $12,316-27.1% |