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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 | $56,551 | $105,856-46.6% | $90,161-37.3% | $147,586-61.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 42.09% | 37.63%+4.5pp | 34.89%+7.2pp | 578.59%-536.5pp |
| Employer contribution / active EE | $2,877 | $4,126-30.3% | $3,318-13.3% | $4,876-41.0% |
| Participant deferral / active EE | $3,228 | $5,733-43.7% | $5,287-38.9% | $5,439-40.6% |
| Admin fee / account holder | $7,132 | $8,046-11.4% | $5,943+20.0% | $10,886-34.5% |