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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 | $55,084 | $196,972-72.0% | $182,262-69.8% | $198,609-72.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 111.12% | 158.27%-47.2pp | 140.60%-29.5pp | 202.70%-91.6pp |
| Employer contribution / active EE | $2,665 | $5,364-50.3% | $5,046-47.2% | $5,055-47.3% |
| Participant deferral / active EE | $10,003 | $8,643+15.7% | $8,276+20.9% | $6,977+43.4% |
| Admin fee / account holder | $35,114 | $18,429+90.5% | $16,712+110.1% | $19,030+84.5% |