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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 | $51,751 | $125,778-58.9% | $114,563-54.8% | $154,746-66.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.11% | 295.14%-278.0pp | 241.09%-224.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,537 | $2,806-9.6% | $2,592-2.1% | $4,379-42.1% |
| Participant deferral / active EE | $4,877 | $4,445+9.7% | $4,142+17.7% | $6,730-27.5% |
| Admin fee / account holder | $988 | $8,190-87.9% | $7,623-87.0% | $14,365-93.1% |