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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 | $56,631 | $115,903-51.1% | $100,528-43.7% | $158,966-64.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.56% | 34.80%-19.2pp | 30.90%-15.3pp | 302.95%-287.4pp |
| Employer contribution / active EE | $10,669 | $4,105+159.9% | $3,419+212.1% | $4,762+124.0% |
| Participant deferral / active EE | $9,996 | $6,677+49.7% | $6,271+59.4% | $5,983+67.1% |
| Admin fee / account holder | $678 | $11,000-93.8% | $8,084-91.6% | $11,250-94.0% |