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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 | $54,938 | $124,346-55.8% | $111,308-50.6% | $167,536-67.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.17% | 37.45%-27.3pp | 54.67%-44.5pp | 478.82%-468.6pp |
| Employer contribution / active EE | $6,991 | $3,437+103.4% | $2,732+155.9% | $4,839+44.5% |
| Participant deferral / active EE | $5,981 | $5,182+15.4% | $4,487+33.3% | $6,342-5.7% |
| Admin fee / account holder | $443 | $10,621-95.8% | $7,965-94.4% | $12,315-96.4% |