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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 | $51,573 | $127,296-59.5% | $109,907-53.1% | $167,536-69.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.65% | 22.97%-6.3pp | 29.46%-12.8pp | 478.82%-462.2pp |
| Employer contribution / active EE | $3,075 | $3,325-7.5% | $2,844+8.1% | $4,839-36.5% |
| Participant deferral / active EE | $10,042 | $4,513+122.5% | $4,047+148.2% | $6,342+58.3% |
| Admin fee / account holder | $594 | $7,119-91.7% | $6,069-90.2% | $12,315-95.2% |