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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 | $65,290 | $117,846-44.6% | $102,434-36.3% | $145,884-55.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.49% | 31.90%-19.4pp | 29.46%-17.0pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,637 | $3,615-27.0% | $3,023-12.8% | $4,662-43.4% |
| Participant deferral / active EE | $9,844 | $5,733+71.7% | $5,055+94.7% | $6,690+47.1% |
| Admin fee / account holder | $48,162 | $13,356+260.6% | $9,462+409.0% | $13,392+259.6% |