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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 | $57,127 | $117,895-51.5% | $102,460-44.2% | $145,897-60.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.96% | 31.92%-19.0pp | 29.47%-16.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $12,278 | $3,619+239.3% | $3,025+305.8% | $4,663+163.3% |
| Participant deferral / active EE | $5,682 | $5,736-0.9% | $5,056+12.4% | $6,689-15.1% |
| Admin fee / account holder | $1,319 | $13,353-90.1% | $9,460-86.1% | $13,390-90.2% |