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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 | $57,201 | $185,856-69.2% | $170,028-66.4% | $139,456-59.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.32% | 60.52%-46.2pp | 53.39%-39.1pp | 373.45%-359.1pp |
| Employer contribution / active EE | $4,857 | $7,593-36.0% | $6,788-28.4% | $4,753+2.2% |
| Participant deferral / active EE | $4,565 | $11,623-60.7% | $10,409-56.1% | $6,711-32.0% |
| Admin fee / account holder | $9,219 | $15,387-40.1% | $12,820-28.1% | $11,407-19.2% |