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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 | $61,052 | $100,147-39.0% | $81,286-24.9% | $145,877-58.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.81% | 34.44%-24.6pp | 24.80%-15.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $5,844 | $2,977+96.3% | $2,463+137.3% | $4,663+25.3% |
| Participant deferral / active EE | $3,395 | $4,607-26.3% | $3,883-12.6% | $6,691-49.3% |
| Admin fee / account holder | $2,896 | $8,201-64.7% | $5,764-49.8% | $13,402-78.4% |