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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 | $57,918 | $98,240-41.0% | $82,313-29.6% | $147,585-60.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.62% | 30.85%-19.2pp | 25.88%-14.3pp | 578.58%-567.0pp |
| Employer contribution / active EE | $12,954 | $3,192+305.9% | $2,428+433.4% | $4,876+165.6% |
| Participant deferral / active EE | $5,497 | $4,383+25.4% | $3,706+48.3% | $5,439+1.1% |
| Admin fee / account holder | $1,251 | $8,563-85.4% | $5,608-77.7% | $10,886-88.5% |