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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 | $61,474 | $112,729-45.5% | $98,716-37.7% | $137,256-55.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.78% | 38.48%-23.7pp | 31.81%-17.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $5,041 | $2,725+85.0% | $2,279+121.2% | $4,156+21.3% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $789 | $10,129-92.2% | $8,703-90.9% | $12,270-93.6% |