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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 | $58,676 | $105,856-44.6% | $90,161-34.9% | $147,586-60.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.96% | 37.63%-17.7pp | 34.89%-14.9pp | 578.59%-558.6pp |
| Employer contribution / active EE | $2,133 | $4,126-48.3% | $3,318-35.7% | $4,876-56.3% |
| Participant deferral / active EE | $8,423 | $5,733+46.9% | $5,287+59.3% | $5,439+54.9% |
| Admin fee / account holder | $1,153 | $8,046-85.7% | $5,943-80.6% | $10,886-89.4% |