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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 | $97,125-45.3% | $86,233-38.4% | $137,256-61.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 27.16% | 74.19%-47.0pp | 61.39%-34.2pp | 220.34%-193.2pp |
| Employer contribution / active EE | $4,572 | $2,841+60.9% | $2,504+82.6% | $4,156+10.0% |
| Participant deferral / active EE | $10,900 | $5,180+110.4% | $4,559+139.1% | $6,407+70.1% |
| Admin fee / account holder | $1,176 | $9,725-87.9% | $8,342-85.9% | $12,270-90.4% |