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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 | $165,361-69.4% | $149,715-66.2% | $158,950-68.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.91% | 348.24%-335.3pp | 276.66%-263.7pp | 302.91%-290.0pp |
| Employer contribution / active EE | $2,384 | $5,103-53.3% | $4,645-48.7% | $4,762-49.9% |
| Participant deferral / active EE | $6,612 | $7,182-7.9% | $6,842-3.4% | $5,983+10.5% |
| Admin fee / account holder | $6,639 | $10,808-38.6% | $9,310-28.7% | $11,248-41.0% |