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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 | $55,450 | $166,242-66.6% | $165,071-66.4% | $145,884-62.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.59% | 100.44%-87.9pp | 70.17%-57.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,415 | $5,283-73.2% | $4,347-67.5% | $4,662-69.7% |
| Participant deferral / active EE | $3,095 | $6,964-55.6% | $6,035-48.7% | $6,690-53.7% |
| Admin fee / account holder | $559 | $16,658-96.6% | $12,695-95.6% | $13,392-95.8% |