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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 | $50,712 | $96,524-47.5% | $75,900-33.2% | $152,909-66.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 14.29% | 33.93%-19.6pp | 30.73%-16.4pp | 345.46%-331.2pp |
| Employer contribution / active EE | $9,410 | $3,311+184.2% | $2,501+276.2% | $4,764+97.5% |
| Participant deferral / active EE | $6,366 | $4,554+39.8% | $3,604+76.7% | $5,851+8.8% |
| Admin fee / account holder | $643 | $8,082-92.0% | $5,421-88.1% | $11,601-94.5% |