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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 | $45,901 | $162,812-71.8% | $133,971-65.7% | $158,966-71.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.23% | 41.94%-32.7pp | 45.09%-35.9pp | 302.95%-293.7pp |
| Employer contribution / active EE | $2,757 | $4,976-44.6% | $3,919-29.6% | $4,762-42.1% |
| Participant deferral / active EE | $8,000 | $5,910+35.4% | $5,047+58.5% | $5,983+33.7% |
| Admin fee / account holder | $1,069 | $11,741-90.9% | $8,929-88.0% | $11,250-90.5% |