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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 | $57,480 | $162,821-64.7% | $133,978-57.1% | $158,982-63.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.78% | 41.95%-29.2pp | 45.10%-32.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,752 | $4,976-64.8% | $3,919-55.3% | $4,763-63.2% |
| Participant deferral / active EE | $6,532 | $5,910+10.5% | $5,047+29.4% | $5,983+9.2% |
| Admin fee / account holder | $7,305 | $11,742-37.8% | $8,930-18.2% | $11,252-35.1% |