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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 | $51,353 | $97,125-47.1% | $86,233-40.4% | $137,256-62.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.46% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,491 | $2,841-12.3% | $2,504-0.5% | $4,156-40.1% |
| Participant deferral / active EE | $3,695 | $5,180-28.7% | $4,559-18.9% | $6,407-42.3% |
| Admin fee / account holder | $1,815 | $9,725-81.3% | $8,342-78.2% | $12,270-85.2% |