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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 | $50,138 | $183,516-72.7% | $155,534-67.8% | $145,884-65.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.41% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,637 | $5,315-69.2% | $4,675-65.0% | $4,662-64.9% |
| Participant deferral / active EE | $3,810 | $6,467-41.1% | $5,630-32.3% | $6,690-43.0% |
| Admin fee / account holder | $3,391 | $19,293-82.4% | $15,900-78.7% | $13,392-74.7% |