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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 | $51,303 | $152,612-66.4% | $125,192-59.0% | $152,897-66.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.41% | 54.85%-37.4pp | 43.79%-26.4pp | 345.43%-328.0pp |
| Employer contribution / active EE | $3,192 | $4,947-35.5% | $3,866-17.4% | $4,764-33.0% |
| Participant deferral / active EE | $9,793 | $5,868+66.9% | $4,937+98.4% | $5,851+67.4% |
| Admin fee / account holder | $2,642 | $13,437-80.3% | $9,704-72.8% | $11,599-77.2% |