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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 | $29,736 | $117,846-74.8% | $102,434-71.0% | $145,884-79.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.56% | 31.90%-18.3pp | 29.46%-15.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,110 | $3,615-14.0% | $3,023+2.9% | $4,662-33.3% |
| Participant deferral / active EE | $4,942 | $5,733-13.8% | $5,055-2.2% | $6,690-26.1% |
| Admin fee / account holder | $361 | $13,356-97.3% | $9,462-96.2% | $13,392-97.3% |