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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 | $49,086 | $183,516-73.3% | $155,534-68.4% | $145,884-66.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.08% | 61.43%-46.3pp | 64.92%-49.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $2,096 | $5,315-60.6% | $4,675-55.2% | $4,662-55.1% |
| Participant deferral / active EE | $6,642 | $6,467+2.7% | $5,630+18.0% | $6,690-0.7% |
| Admin fee / account holder | $10,559 | $19,293-45.3% | $15,900-33.6% | $13,392-21.2% |