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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 | $53,153 | $108,882-51.2% | $96,754-45.1% | $154,746-65.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 27.16% | 98.39%-71.2pp | 82.04%-54.9pp | 172.34%-145.2pp |
| Employer contribution / active EE | $4,572 | $3,018+51.5% | $2,679+70.6% | $4,379+4.4% |
| Participant deferral / active EE | $10,900 | $5,323+104.8% | $4,758+129.1% | $6,730+62.0% |
| Admin fee / account holder | $1,176 | $10,200-88.5% | $8,905-86.8% | $14,365-91.8% |