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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 | $53,222 | $72,071-26.2% | $68,368-22.2% | $137,256-61.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.63% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,236 | $2,788+16.1% | $2,649+22.2% | $4,156-22.1% |
| Participant deferral / active EE | $10,360 | $4,410+134.9% | $4,123+151.3% | $6,407+61.7% |
| Admin fee / account holder | $497 | $5,336-90.7% | $5,150-90.4% | $12,270-96.0% |