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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 | $66,265 | $117,829-43.8% | $102,423-35.3% | $145,877-54.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.19% | 31.83%-21.6pp | 29.42%-19.2pp | 551.28%-541.1pp |
| Employer contribution / active EE | $13,685 | $3,615+278.6% | $3,023+352.7% | $4,663+193.5% |
| Participant deferral / active EE | $2,276 | $5,732-60.3% | $5,054-55.0% | $6,691-66.0% |
| Admin fee / account holder | $643 | $13,335-95.2% | $9,455-93.2% | $13,402-95.2% |