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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 | $51,008 | $98,240-48.1% | $82,312-38.0% | $147,586-65.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.96% | 30.85%-13.9pp | 25.88%-8.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $3,092 | $3,192-3.1% | $2,428+27.3% | $4,876-36.6% |
| Participant deferral / active EE | $24,086 | $4,383+449.5% | $3,706+549.9% | $5,439+342.9% |
| Admin fee / account holder | $21,630 | $8,563+152.6% | $5,608+285.7% | $10,886+98.7% |