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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 | $50,459 | $103,387-51.2% | $87,102-42.1% | $152,885-67.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.05% | 28.10%-9.0pp | 28.19%-9.1pp | 345.39%-326.3pp |
| Employer contribution / active EE | $7,408 | $3,221+130.0% | $2,521+193.8% | $4,763+55.5% |
| Participant deferral / active EE | $5,810 | $4,778+21.6% | $4,048+43.5% | $5,851-0.7% |
| Admin fee / account holder | $1,185 | $12,193-90.3% | $7,491-84.2% | $11,598-89.8% |