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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 | $52,774 | $183,539-71.2% | $155,556-66.1% | $145,897-63.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.97% | 61.31%-52.3pp | 64.84%-55.9pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,361 | $5,315-55.6% | $4,675-49.5% | $4,663-49.4% |
| Participant deferral / active EE | $13,187 | $6,467+103.9% | $5,631+134.2% | $6,689+97.1% |
| Admin fee / account holder | $14,235 | $19,275-26.1% | $15,885-10.4% | $13,390+6.3% |