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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 | $71,274 | $117,859-39.5% | $102,438-30.4% | $145,959-51.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 31.72%-19.3pp | 29.37%-16.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $8,971 | $3,615+148.2% | $3,024+196.7% | $4,661+92.5% |
| Participant deferral / active EE | $12,532 | $5,732+118.6% | $5,054+148.0% | $6,689+87.4% |
| Admin fee / account holder | $1,580 | $13,318-88.1% | $9,448-83.3% | $13,398-88.2% |