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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 | $54,409 | $117,846-53.8% | $102,434-46.9% | $145,884-62.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.95% | 31.90%-13.9pp | 29.46%-11.5pp | 551.85%-533.9pp |
| Employer contribution / active EE | $3,738 | $3,615+3.4% | $3,023+23.6% | $4,662-19.8% |
| Participant deferral / active EE | $8,197 | $5,733+43.0% | $5,055+62.2% | $6,690+22.5% |
| Admin fee / account holder | $2,078 | $13,356-84.4% | $9,462-78.0% | $13,392-84.5% |