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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 | $50,550 | $165,399-69.4% | $149,745-66.2% | $158,982-68.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.91% | 348.34%-335.4pp | 276.72%-263.8pp | 302.99%-290.1pp |
| Employer contribution / active EE | $2,384 | $5,105-53.3% | $4,646-48.7% | $4,763-49.9% |
| Participant deferral / active EE | $6,612 | $7,183-8.0% | $6,843-3.4% | $5,983+10.5% |
| Admin fee / account holder | $6,639 | $10,811-38.6% | $9,312-28.7% | $11,252-41.0% |