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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 | $53,860 | $107,341-49.8% | $92,897-42.0% | $152,870-64.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.52% | 145.59%-122.1pp | 109.42%-85.9pp | 345.34%-321.8pp |
| Employer contribution / active EE | $5,366 | $4,221+27.1% | $3,653+46.9% | $4,763+12.7% |
| Participant deferral / active EE | $4,985 | $4,847+2.8% | $4,238+17.6% | $5,850-14.8% |
| Admin fee / account holder | $1,600 | $7,080-77.4% | $5,794-72.4% | $11,597-86.2% |