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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 | $49,861 | $157,829-68.4% | $136,867-63.6% | $198,609-74.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 8.62% | 51.25%-42.6pp | 42.97%-34.4pp | 202.70%-194.1pp |
| Employer contribution / active EE | $4,351 | $3,923+10.9% | $3,547+22.7% | $5,055-13.9% |
| Participant deferral / active EE | $5,806 | $5,463+6.3% | $4,924+17.9% | $6,977-16.8% |
| Admin fee / account holder | $37,951 | $11,107+241.7% | $10,340+267.0% | $19,030+99.4% |