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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 | $47,821 | $111,535-57.1% | $105,223-54.6% | $137,256-65.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.73% | 237.85%-226.1pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $8,607 | $3,939+118.5% | $3,689+133.3% | $4,156+107.1% |
| Participant deferral / active EE | $5,591 | $5,500+1.7% | $5,072+10.2% | $6,407-12.7% |
| Admin fee / account holder | $5,168 | $9,721-46.8% | $8,859-41.7% | $12,270-57.9% |