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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 | $51,139 | $113,338-54.9% | $94,993-46.2% | $147,586-65.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.10% | 20.80%-4.7pp | 27.14%-11.0pp | 578.59%-562.5pp |
| Employer contribution / active EE | $3,767 | $3,160+19.2% | $2,603+44.7% | $4,876-22.7% |
| Participant deferral / active EE | $5,125 | $3,777+35.7% | $3,317+54.5% | $5,439-5.8% |
| Admin fee / account holder | $712 | $6,063-88.3% | $4,960-85.6% | $10,886-93.5% |