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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 | $56,219 | $117,829-52.3% | $102,423-45.1% | $145,877-61.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.21% | 31.83%-12.6pp | 29.42%-10.2pp | 551.28%-532.1pp |
| Employer contribution / active EE | $4,424 | $3,615+22.4% | $3,023+46.3% | $4,663-5.1% |
| Participant deferral / active EE | $7,123 | $5,732+24.3% | $5,054+40.9% | $6,691+6.5% |
| Admin fee / account holder | $14,763 | $13,335+10.7% | $9,455+56.1% | $13,402+10.2% |