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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 | $50,814 | $172,111-70.5% | $150,298-66.2% | $137,256-63.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 28.47% | 69.37%-40.9pp | 62.79%-34.3pp | 220.34%-191.9pp |
| Employer contribution / active EE | $7,695 | $4,636+66.0% | $4,154+85.2% | $4,156+85.1% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,722 | $16,471-89.5% | $14,116-87.8% | $12,270-86.0% |