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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 | $54,138 | $125,797-57.0% | $170,043-68.2% | $75,173-28.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 56.97% | 27.20%+29.8pp | 53.40%+3.6pp | 160.72%-103.8pp |
| Employer contribution / active EE | $4,522 | $4,616-2.0% | $6,790-33.4% | $2,671+69.3% |
| Participant deferral / active EE | $9,659 | $6,838+41.3% | $10,410-7.2% | $4,126+134.1% |
| Admin fee / account holder | $3,432 | $8,177-58.0% | $12,824-73.2% | $5,651-39.3% |