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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 | $52,857 | $111,814-52.7% | $103,374-48.9% | $145,959-63.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.51% | 24.77%-13.3pp | 24.89%-13.4pp | 561.95%-550.4pp |
| Employer contribution / active EE | $5,985 | $4,214+42.0% | $3,869+54.7% | $4,661+28.4% |
| Participant deferral / active EE | $5,762 | $5,618+2.6% | $5,058+13.9% | $6,689-13.9% |
| Admin fee / account holder | $648 | $9,754-93.4% | $8,394-92.3% | $13,398-95.2% |