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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 | $57,538 | $111,814-48.5% | $103,374-44.3% | $145,959-60.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.07% | 24.77%-11.7pp | 24.89%-11.8pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,270 | $4,214-46.1% | $3,869-41.3% | $4,661-51.3% |
| Participant deferral / active EE | $17,450 | $5,618+210.6% | $5,058+245.0% | $6,689+160.9% |
| Admin fee / account holder | $568 | $9,754-94.2% | $8,394-93.2% | $13,398-95.8% |