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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 | $47,153 | $162,821-71.0% | $133,978-64.8% | $158,982-70.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.87% | 41.95%-25.1pp | 45.10%-28.2pp | 302.99%-286.1pp |
| Employer contribution / active EE | $7,242 | $4,976+45.5% | $3,919+84.8% | $4,763+52.1% |
| Participant deferral / active EE | $6,209 | $5,910+5.1% | $5,047+23.0% | $5,983+3.8% |
| Admin fee / account holder | $6,161 | $11,742-47.5% | $8,930-31.0% | $11,252-45.2% |