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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 | $50,545 | $117,904-57.1% | $102,457-50.7% | $145,978-65.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.31% | 31.80%-15.5pp | 29.41%-13.1pp | 550.52%-534.2pp |
| Employer contribution / active EE | $2,784 | $3,613-22.9% | $3,022-7.9% | $4,662-40.3% |
| Participant deferral / active EE | $11,779 | $5,733+105.4% | $5,054+133.1% | $6,690+76.1% |
| Admin fee / account holder | $740 | $13,329-94.5% | $9,451-92.2% | $13,400-94.5% |