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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 | $48,404 | $111,535-56.6% | $105,223-54.0% | $137,256-64.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.39% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,848 | $3,939-53.1% | $3,689-49.9% | $4,156-55.5% |
| Participant deferral / active EE | $8,159 | $5,500+48.3% | $5,072+60.9% | $6,407+27.3% |
| Admin fee / account holder | $4,295 | $9,721-55.8% | $8,859-51.5% | $12,270-65.0% |