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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 | $75,732 | $232,540-67.4% | $185,117-59.1% | $147,586-48.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.20% | 43.03%-29.8pp | 40.50%-27.3pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,597 | $5,195-69.3% | $4,182-61.8% | $4,876-67.3% |
| Participant deferral / active EE | $4,660 | $5,834-20.1% | $5,045-7.6% | $5,439-14.3% |
| Admin fee / account holder | $763 | $10,275-92.6% | $8,159-90.6% | $10,886-93.0% |