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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 | $54,294 | $112,935-51.9% | $90,970-40.3% | $158,966-65.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.15% | 215.79%-202.6pp | 134.58%-121.4pp | 302.95%-289.8pp |
| Employer contribution / active EE | $2,191 | $2,895-24.3% | $2,122+3.2% | $4,762-54.0% |
| Participant deferral / active EE | $5,819 | $4,129+40.9% | $3,373+72.5% | $5,983-2.7% |
| Admin fee / account holder | $13,642 | $8,045+69.6% | $5,960+128.9% | $11,250+21.3% |