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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 | $55,634 | $149,333-62.7% | $106,387-47.7% | $135,382-58.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | 28.65% | 0.52%+28.1pp | 0.25%+28.4pp | 519.77%-491.1pp |
| Employer contribution / active EE | $5,950 | $4,984+19.4% | $3,520+69.1% | $4,779+24.5% |
| Participant deferral / active EE | $10,158 | $7,230+40.5% | $5,421+87.4% | $5,609+81.1% |
| Admin fee / account holder | $2,778 | $15,952-82.6% | $7,510-63.0% | $10,829-74.3% |