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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 | $50,518 | $99,921-49.4% | $85,009-40.6% | $145,959-65.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.60% | 83.89%-68.3pp | 66.47%-50.9pp | 561.95%-546.3pp |
| Employer contribution / active EE | $14,471 | $3,233+347.6% | $2,728+430.4% | $4,661+210.5% |
| Participant deferral / active EE | $27,347 | $5,293+416.7% | $4,522+504.8% | $6,689+308.9% |
| Admin fee / account holder | $1,365 | $7,252-81.2% | $6,153-77.8% | $13,398-89.8% |