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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 | $66,853 | $106,247-37.1% | $96,515-30.7% | $139,466-52.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.52% | 38.47%-27.0pp | 35.73%-24.2pp | 373.66%-362.1pp |
| Employer contribution / active EE | $13,230 | $4,106+222.2% | $3,740+253.8% | $4,754+178.3% |
| Participant deferral / active EE | $11,850 | $5,456+117.2% | $4,880+142.8% | $6,712+76.6% |
| Admin fee / account holder | $1,072 | $7,885-86.4% | $6,735-84.1% | $11,409-90.6% |