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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 | $48,450 | $105,856-54.2% | $90,161-46.3% | $147,586-67.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.84% | 37.63%-15.8pp | 34.89%-13.0pp | 578.59%-556.8pp |
| Employer contribution / active EE | $8,317 | $4,126+101.6% | $3,318+150.7% | $4,876+70.6% |
| Participant deferral / active EE | $2,995 | $5,733-47.8% | $5,287-43.4% | $5,439-44.9% |
| Admin fee / account holder | $402 | $8,046-95.0% | $5,943-93.2% | $10,886-96.3% |