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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 | $61,011 | $98,240-37.9% | $82,312-25.9% | $147,586-58.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.78% | 30.85%-15.1pp | 25.88%-10.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $5,577 | $3,192+74.7% | $2,428+129.7% | $4,876+14.4% |
| Participant deferral / active EE | $5,044 | $4,383+15.1% | $3,706+36.1% | $5,439-7.3% |
| Admin fee / account holder | $365 | $8,563-95.7% | $5,608-93.5% | $10,886-96.6% |