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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 | $63,920 | $105,856-39.6% | $90,161-29.1% | $147,586-56.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.68% | 37.63%-24.0pp | 34.89%-21.2pp | 578.59%-564.9pp |
| Employer contribution / active EE | $2,637 | $4,126-36.1% | $3,318-20.5% | $4,876-45.9% |
| Participant deferral / active EE | $10,165 | $5,733+77.3% | $5,287+92.3% | $5,439+86.9% |
| Admin fee / account holder | $1,352 | $8,046-83.2% | $5,943-77.2% | $10,886-87.6% |