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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 | $51,069 | $92,219-44.6% | $76,767-33.5% | $135,380-62.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 32.79% | 5.46%+27.3pp | 2.43%+30.4pp | 519.81%-487.0pp |
| Employer contribution / active EE | $3,228 | $3,216+0.4% | $2,485+29.9% | $4,779-32.5% |
| Participant deferral / active EE | $7,543 | $4,508+67.3% | $3,852+95.8% | $5,609+34.5% |
| Admin fee / account holder | $1,531 | $10,749-85.8% | $6,675-77.1% | $10,828-85.9% |