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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 | $51,364 | $97,751-47.5% | $103,447-50.3% | $145,877-64.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.80% | 25.43%-9.6pp | 23.92%-8.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $3,248 | $4,684-30.7% | $4,678-30.6% | $4,663-30.3% |
| Participant deferral / active EE | $9,916 | $6,603+50.2% | $6,624+49.7% | $6,691+48.2% |
| Admin fee / account holder | $607 | $12,515-95.1% | $9,415-93.6% | $13,402-95.5% |