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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 | $49,696 | $110,303-54.9% | $95,759-48.1% | $139,487-64.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 45.97% | 27.19%+18.8pp | 28.42%+17.5pp | 373.84%-327.9pp |
| Employer contribution / active EE | $1,843 | $3,261-43.5% | $2,836-35.0% | $4,755-61.2% |
| Participant deferral / active EE | $10,382 | $4,674+122.1% | $4,244+144.6% | $6,713+54.7% |
| Admin fee / account holder | $1,040 | $6,615-84.3% | $5,678-81.7% | $11,407-90.9% |