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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 | $78,589 | $104,251-24.6% | $91,004-13.6% | $147,586-46.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.73% | 27.06%-11.3pp | 4.60%+11.1pp | 578.59%-562.9pp |
| Employer contribution / active EE | $5,300 | $3,116+70.1% | $2,456+115.8% | $4,876+8.7% |
| Participant deferral / active EE | $2,261 | $4,195-46.1% | $3,548-36.3% | $5,439-58.4% |
| Admin fee / account holder | $1,292 | $8,948-85.6% | $5,417-76.2% | $10,886-88.1% |