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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 | $60,851 | $108,285-43.8% | $77,552-21.5% | $158,982-61.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 9.74% | 31.69%-21.9pp | 54.82%-45.1pp | 302.99%-293.2pp |
| Employer contribution / active EE | $1,667 | $1,325+25.8% | $987+69.0% | $4,763-65.0% |
| Participant deferral / active EE | $9,026 | $2,455+267.6% | $1,861+385.0% | $5,983+50.9% |
| Admin fee / account holder | $511 | $3,709-86.2% | $2,859-82.1% | $11,252-95.5% |