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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 | $15,144 | $95,601-84.2% | $77,183-80.4% | $139,456-89.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 59.13% | 54.96%+4.2pp | 37.89%+21.2pp | 373.45%-314.3pp |
| Employer contribution / active EE | $2,074 | $3,145-34.0% | $2,534-18.1% | $4,753-56.4% |
| Participant deferral / active EE | $5,428 | $4,623+17.4% | $3,833+41.6% | $6,711-19.1% |
| Admin fee / account holder | $4,699 | $8,302-43.4% | $5,475-14.2% | $11,407-58.8% |