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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 | $53,936 | $105,145-48.7% | $94,664-43.0% | $139,466-61.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.11% | 38.09%-24.0pp | 156.84%-142.7pp | 373.66%-359.5pp |
| Employer contribution / active EE | $2,678 | $4,107-34.8% | $3,673-27.1% | $4,754-43.7% |
| Participant deferral / active EE | $7,332 | $7,599-3.5% | $7,417-1.1% | $6,712+9.2% |
| Admin fee / account holder | $13,794 | $8,972+53.7% | $7,222+91.0% | $11,409+20.9% |