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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 | $56,899 | $132,099-56.9% | $115,599-50.8% | $138,895-59.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.41% | 176.76%-161.3pp | 111.10%-95.7pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,153 | $3,416-7.7% | $2,955+6.7% | $4,194-24.8% |
| Participant deferral / active EE | $8,110 | $5,617+44.4% | $4,889+65.9% | $6,396+26.8% |
| Admin fee / account holder | $718 | $15,650-95.4% | $12,841-94.4% | $12,562-94.3% |