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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 | $51,676 | $115,814-55.4% | $101,275-49.0% | $158,982-67.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.55% | 56.16%-41.6pp | 46.48%-31.9pp | 302.99%-288.4pp |
| Employer contribution / active EE | $3,458 | $4,176-17.2% | $3,660-5.5% | $4,763-27.4% |
| Participant deferral / active EE | $8,924 | $4,958+80.0% | $4,371+104.2% | $5,983+49.2% |
| Admin fee / account holder | $3,498 | $7,249-51.7% | $5,948-41.2% | $11,252-68.9% |