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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 | $65,921 | $117,846-44.1% | $102,434-35.6% | $145,884-54.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.16% | 31.90%-17.7pp | 29.46%-15.3pp | 551.85%-537.7pp |
| Employer contribution / active EE | $3,957 | $3,615+9.5% | $3,023+30.9% | $4,662-15.1% |
| Participant deferral / active EE | $10,333 | $5,733+80.2% | $5,055+104.4% | $6,690+54.5% |
| Admin fee / account holder | $20,994 | $13,356+57.2% | $9,462+121.9% | $13,392+56.8% |