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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 | $51,658 | $111,535-53.7% | $105,223-50.9% | $137,256-62.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 36.26% | 237.85%-201.6pp | 180.65%-144.4pp | 220.34%-184.1pp |
| Employer contribution / active EE | $4,913 | $3,939+24.7% | $3,689+33.2% | $4,156+18.2% |
| Participant deferral / active EE | $12,408 | $5,500+125.6% | $5,072+144.6% | $6,407+93.7% |
| Admin fee / account holder | $4,163 | $9,721-57.2% | $8,859-53.0% | $12,270-66.1% |