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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 | $51,599 | $149,679-65.5% | $117,039-55.9% | $147,586-65.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.19% | 19.31%-7.1pp | 18.95%-6.8pp | 578.59%-566.4pp |
| Employer contribution / active EE | $2,903 | $4,937-41.2% | $3,785-23.3% | $4,876-40.5% |
| Participant deferral / active EE | $7,622 | $4,912+55.2% | $3,929+94.0% | $5,439+40.1% |
| Admin fee / account holder | $1,229 | $7,856-84.4% | $5,974-79.4% | $10,886-88.7% |