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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 | $50,658 | $201,370-74.8% | $184,256-72.5% | $145,897-65.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.93% | 29.05%-18.1pp | 28.85%-17.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $3,690 | $7,024-47.5% | $6,427-42.6% | $4,663-20.9% |
| Participant deferral / active EE | $19,500 | $9,808+98.8% | $9,133+113.5% | $6,689+191.5% |
| Admin fee / account holder | $435 | $16,364-97.3% | $13,899-96.9% | $13,390-96.8% |