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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 | $46,002 | $185,883-75.3% | $170,043-72.9% | $139,466-67.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.28% | 60.54%-39.3pp | 53.40%-32.1pp | 373.66%-352.4pp |
| Employer contribution / active EE | $5,945 | $7,596-21.7% | $6,790-12.4% | $4,754+25.1% |
| Participant deferral / active EE | $8,468 | $11,626-27.2% | $10,410-18.7% | $6,712+26.2% |
| Admin fee / account holder | $11,667 | $15,393-24.2% | $12,824-9.0% | $11,409+2.3% |