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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 | $50,480 | $112,892-55.3% | $90,956-44.5% | $158,931-68.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.30% | 215.80%-200.5pp | 134.60%-119.3pp | 302.86%-287.6pp |
| Employer contribution / active EE | $2,275 | $2,893-21.4% | $2,122+7.2% | $4,761-52.2% |
| Participant deferral / active EE | $4,757 | $4,127+15.3% | $3,373+41.1% | $5,982-20.5% |
| Admin fee / account holder | $457 | $8,042-94.3% | $5,959-92.3% | $11,247-95.9% |