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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 | $201,372-74.8% | $184,260-72.5% | $145,884-65.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.93% | 29.04%-18.1pp | 28.84%-17.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $3,690 | $7,024-47.5% | $6,427-42.6% | $4,662-20.9% |
| Participant deferral / active EE | $19,500 | $9,808+98.8% | $9,133+113.5% | $6,690+191.5% |
| Admin fee / account holder | $435 | $16,362-97.3% | $13,898-96.9% | $13,392-96.8% |