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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 | $50,373 | $208,088-75.8% | $186,193-72.9% | $154,746-67.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 25.05% | 89.97%-64.9pp | 78.03%-53.0pp | 172.34%-147.3pp |
| Employer contribution / active EE | $4,416 | $4,340+1.8% | $3,918+12.7% | $4,379+0.8% |
| Participant deferral / active EE | $7,435 | $7,078+5.0% | $6,513+14.2% | $6,730+10.5% |
| Admin fee / account holder | $1,426 | $11,698-87.8% | $11,058-87.1% | $14,365-90.1% |