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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 | $51,366 | $64,311-20.1% | $57,356-10.4% | $125,389-59.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 9.81% | 25.14%-15.3pp | 24.41%-14.6pp | 282.24%-272.4pp |
| Employer contribution / active EE | $7,595 | $3,193+137.9% | $2,689+182.5% | $4,866+56.1% |
| Participant deferral / active EE | $7,750 | $3,846+101.5% | $3,162+145.1% | $5,352+44.8% |
| Admin fee / account holder | $7,449 | $5,243+42.1% | $3,357+121.9% | $9,541-21.9% |