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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 | $67,965 | $100,004-32.0% | $81,438-16.5% | $145,959-53.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.50% | 34.34%-12.8pp | 24.74%-3.2pp | 561.95%-540.5pp |
| Employer contribution / active EE | $3,036 | $2,970+2.2% | $2,460+23.4% | $4,661-34.9% |
| Participant deferral / active EE | $13,615 | $4,603+195.8% | $3,883+250.6% | $6,689+103.6% |
| Admin fee / account holder | $8,977 | $8,202+9.5% | $5,764+55.8% | $13,398-33.0% |