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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 | $57,279 | $118,454-51.6% | $98,441-41.8% | $139,427-58.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.85% | 18.94%-2.1pp | 21.16%-4.3pp | 373.27%-356.4pp |
| Employer contribution / active EE | $2,684 | $3,610-25.6% | $3,048-12.0% | $4,752-43.5% |
| Participant deferral / active EE | $17,250 | $5,392+219.9% | $4,738+264.1% | $6,711+157.0% |
| Admin fee / account holder | $5,586 | $14,053-60.3% | $8,960-37.7% | $11,404-51.0% |