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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 | $60,379 | $117,846-48.8% | $102,434-41.1% | $145,884-58.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.53% | 31.90%-18.4pp | 29.46%-15.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,131 | $3,615-13.4% | $3,023+3.6% | $4,662-32.8% |
| Participant deferral / active EE | $8,943 | $5,733+56.0% | $5,055+76.9% | $6,690+33.7% |
| Admin fee / account holder | $570 | $13,356-95.7% | $9,462-94.0% | $13,392-95.7% |