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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 | $55,740 | $110,410-49.5% | $102,437-45.6% | $145,897-61.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.38% | 24.85%-13.5pp | 24.95%-13.6pp | 552.29%-540.9pp |
| Employer contribution / active EE | $12,526 | $4,217+197.0% | $3,871+223.6% | $4,663+168.6% |
| Participant deferral / active EE | $5,615 | $5,622-0.1% | $5,060+11.0% | $6,689-16.1% |
| Admin fee / account holder | $1,766 | $9,745-81.9% | $8,388-78.9% | $13,390-86.8% |