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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 | $48,162 | $183,592-73.8% | $155,567-69.0% | $145,959-67.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 61.24%-51.0pp | 64.74%-54.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $4,064 | $5,315-23.5% | $4,674-13.0% | $4,661-12.8% |
| Participant deferral / active EE | $5,761 | $6,464-10.9% | $5,628+2.4% | $6,689-13.9% |
| Admin fee / account holder | $5,120 | $19,318-73.5% | $15,916-67.8% | $13,398-61.8% |