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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 | $56,032 | $117,895-52.5% | $102,460-45.3% | $145,897-61.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.08% | 31.92%-11.8pp | 29.47%-9.4pp | 552.29%-532.2pp |
| Employer contribution / active EE | $4,043 | $3,619+11.7% | $3,025+33.6% | $4,663-13.3% |
| Participant deferral / active EE | $7,507 | $5,736+30.9% | $5,056+48.5% | $6,689+12.2% |
| Admin fee / account holder | $7,475 | $13,353-44.0% | $9,460-21.0% | $13,390-44.2% |