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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 | $54,625 | $183,516-70.2% | $155,534-64.9% | $145,884-62.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.74% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,604 | $5,315-51.0% | $4,675-44.3% | $4,662-44.1% |
| Participant deferral / active EE | $2,750 | $6,467-57.5% | $5,630-51.2% | $6,690-58.9% |
| Admin fee / account holder | $6,976 | $19,293-63.8% | $15,900-56.1% | $13,392-47.9% |