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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 | $45,252 | $106,247-57.4% | $96,515-53.1% | $139,466-67.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.17% | 38.47%-17.3pp | 35.73%-14.6pp | 373.66%-352.5pp |
| Employer contribution / active EE | $6,219 | $4,106+51.5% | $3,740+66.3% | $4,754+30.8% |
| Participant deferral / active EE | $10,000 | $5,456+83.3% | $4,880+104.9% | $6,712+49.0% |
| Admin fee / account holder | $1,172 | $7,885-85.1% | $6,735-82.6% | $11,409-89.7% |