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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 | $117,846-39.5% | $102,434-30.4% | $145,884-51.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 31.90%-19.4pp | 29.46%-17.0pp | 551.85%-539.4pp |
| Employer contribution / active EE | $8,971 | $3,615+148.2% | $3,023+196.7% | $4,662+92.4% |
| Participant deferral / active EE | $12,532 | $5,733+118.6% | $5,055+147.9% | $6,690+87.3% |
| Admin fee / account holder | $1,580 | $13,356-88.2% | $9,462-83.3% | $13,392-88.2% |