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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 | $54,521 | $100,073-45.5% | $85,126-36.0% | $145,877-62.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.51% | 84.11%-72.6pp | 66.63%-55.1pp | 551.28%-539.8pp |
| Employer contribution / active EE | $3,611 | $3,236+11.6% | $2,731+32.2% | $4,663-22.6% |
| Participant deferral / active EE | $7,401 | $5,294+39.8% | $4,523+63.6% | $6,691+10.6% |
| Admin fee / account holder | $319 | $7,261-95.6% | $6,160-94.8% | $13,402-97.6% |