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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 | $151,427-66.4% | $112,860-54.9% | $154,746-67.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 45.71% | 30.95%+14.8pp | 35.26%+10.5pp | 172.34%-126.6pp |
| Employer contribution / active EE | $4,930 | $2,750+79.3% | $2,206+123.5% | $4,379+12.6% |
| Participant deferral / active EE | $9,723 | $4,285+126.9% | $3,493+178.3% | $6,730+44.5% |
| Admin fee / account holder | $4,360 | $7,369-40.8% | $6,841-36.3% | $14,365-69.6% |