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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 | $47,563 | $166,242-71.4% | $165,071-71.2% | $145,884-67.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.04% | 100.44%-84.4pp | 70.17%-54.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $4,259 | $5,283-19.4% | $4,347-2.0% | $4,662-8.6% |
| Participant deferral / active EE | $12,516 | $6,964+79.7% | $6,035+107.4% | $6,690+87.1% |
| Admin fee / account holder | $5,927 | $16,658-64.4% | $12,695-53.3% | $13,392-55.7% |