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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 | $53,312 | $100,073-46.7% | $85,126-37.4% | $145,877-63.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 84.11%-71.0pp | 66.63%-53.5pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,362 | $3,236+3.9% | $2,731+23.1% | $4,663-27.9% |
| Participant deferral / active EE | $4,136 | $5,294-21.9% | $4,523-8.6% | $6,691-38.2% |
| Admin fee / account holder | $517 | $7,261-92.9% | $6,160-91.6% | $13,402-96.1% |