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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 | $57,977 | $110,307-47.4% | $96,576-40.0% | $139,456-58.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.75% | 26.40%-0.6pp | 25.87%-0.1pp | 373.45%-347.7pp |
| Employer contribution / active EE | $3,752 | $3,619+3.7% | $2,965+26.5% | $4,753-21.1% |
| Participant deferral / active EE | $11,522 | $5,547+107.7% | $4,851+137.5% | $6,711+71.7% |
| Admin fee / account holder | $497 | $11,597-95.7% | $8,253-94.0% | $11,407-95.6% |