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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 | $51,528 | $152,587-66.2% | $125,175-58.8% | $152,870-66.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.53% | 54.84%-35.3pp | 43.79%-24.3pp | 345.34%-325.8pp |
| Employer contribution / active EE | $9,245 | $4,946+86.9% | $3,865+139.2% | $4,763+94.1% |
| Participant deferral / active EE | $9,250 | $5,868+57.6% | $4,937+87.4% | $5,850+58.1% |
| Admin fee / account holder | $499 | $13,434-96.3% | $9,702-94.9% | $11,597-95.7% |