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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 | $67,681 | $134,817-49.8% | $123,973-45.4% | $155,188-56.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.84% | 515.49%-501.7pp | 388.13%-374.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $2,676 | $4,425-39.5% | $4,126-35.1% | $4,248-37.0% |
| Participant deferral / active EE | $3,034 | $5,706-46.8% | $5,247-42.2% | $6,531-53.6% |
| Admin fee / account holder | $483 | $13,245-96.4% | $11,799-95.9% | $14,480-96.7% |