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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 | $48,409 | $183,516-73.6% | $155,534-68.9% | $145,884-66.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.79% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,985 | $5,315-62.6% | $4,675-57.5% | $4,662-57.4% |
| Participant deferral / active EE | $4,520 | $6,467-30.1% | $5,630-19.7% | $6,690-32.4% |
| Admin fee / account holder | $7,460 | $19,293-61.3% | $15,900-53.1% | $13,392-44.3% |