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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 | $44,285 | $100,147-55.8% | $81,286-45.5% | $145,877-69.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.14% | 34.44%-23.3pp | 24.80%-13.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $5,462 | $2,977+83.5% | $2,463+121.8% | $4,663+17.1% |
| Participant deferral / active EE | $8,007 | $4,607+73.8% | $3,883+106.2% | $6,691+19.7% |
| Admin fee / account holder | $4,880 | $8,201-40.5% | $5,764-15.3% | $13,402-63.6% |