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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 | $60,735 | $125,778-51.7% | $114,563-47.0% | $154,746-60.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 15.23% | 295.14%-279.9pp | 241.09%-225.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $8,684 | $2,806+209.5% | $2,592+235.0% | $4,379+98.3% |
| Participant deferral / active EE | $5,268 | $4,445+18.5% | $4,142+27.2% | $6,730-21.7% |
| Admin fee / account holder | $1,486 | $8,190-81.9% | $7,623-80.5% | $14,365-89.7% |