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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 | $52,996 | $117,904-55.1% | $102,457-48.3% | $145,978-63.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.67% | 31.80%-20.1pp | 29.41%-17.7pp | 550.52%-538.8pp |
| Employer contribution / active EE | $6,614 | $3,613+83.1% | $3,022+118.9% | $4,662+41.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $923 | $13,329-93.1% | $9,451-90.2% | $13,400-93.1% |