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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 | $50,420 | $100,147-49.7% | $81,286-38.0% | $145,877-65.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.06% | 34.44%-22.4pp | 24.80%-12.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,120 | $2,977+4.8% | $2,463+26.7% | $4,663-33.1% |
| Participant deferral / active EE | $8,340 | $4,607+81.0% | $3,883+114.8% | $6,691+24.7% |
| Admin fee / account holder | $7,467 | $8,201-8.9% | $5,764+29.6% | $13,402-44.3% |