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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 | $50,857 | $222,882-77.2% | $182,153-72.1% | $198,609-74.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.7%+34.3pp | 82.4%+17.6pp |
| Annual return | 45.71% | 38.53%+7.2pp | 35.04%+10.7pp | 202.70%-157.0pp |
| Employer contribution / active EE | $4,930 | $2,741+79.9% | $2,593+90.1% | $5,055-2.5% |
| Participant deferral / active EE | $9,723 | $4,212+130.8% | $3,776+157.5% | $6,977+39.4% |
| Admin fee / account holder | $4,360 | $8,972-51.4% | $9,477-54.0% | $19,030-77.1% |