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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 | $58,370 | $104,694-44.2% | $85,709-31.9% | $167,536-65.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.81% | 21.45%-9.6pp | 21.49%-9.7pp | 478.82%-467.0pp |
| Employer contribution / active EE | $2,819 | $3,337-15.5% | $2,619+7.6% | $4,839-41.7% |
| Participant deferral / active EE | $8,905 | $4,826+84.5% | $3,924+127.0% | $6,342+40.4% |
| Admin fee / account holder | $591 | $10,035-94.1% | $6,876-91.4% | $12,315-95.2% |