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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 | $37,058 | $117,895-68.6% | $102,460-63.8% | $145,897-74.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.58% | 31.92%-18.3pp | 29.47%-15.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $9,621 | $3,619+165.8% | $3,025+218.0% | $4,663+106.3% |
| Participant deferral / active EE | $5,089 | $5,736-11.3% | $5,056+0.6% | $6,689-23.9% |
| Admin fee / account holder | $1,887 | $13,353-85.9% | $9,460-80.0% | $13,390-85.9% |