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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 | $53,315 | $114,013-53.2% | $103,693-48.6% | $155,188-65.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 9.89% | 49.31%-39.4pp | 47.61%-37.7pp | 148.84%-139.0pp |
| Employer contribution / active EE | $2,729 | $3,131-12.8% | $2,920-6.5% | $4,248-35.7% |
| Participant deferral / active EE | $8,230 | $4,970+65.6% | $4,579+79.7% | $6,531+26.0% |
| Admin fee / account holder | $531 | $8,407-93.7% | $7,858-93.2% | $14,480-96.3% |