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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 | $51,546 | $106,247-51.5% | $96,515-46.6% | $139,466-63.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.31% | 38.47%-21.2pp | 35.73%-18.4pp | 373.66%-356.4pp |
| Employer contribution / active EE | $4,480 | $4,106+9.1% | $3,740+19.8% | $4,754-5.8% |
| Participant deferral / active EE | $10,441 | $5,456+91.4% | $4,880+114.0% | $6,712+55.6% |
| Admin fee / account holder | $326 | $7,885-95.9% | $6,735-95.2% | $11,409-97.1% |