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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 | $59,367 | $95,188-37.6% | $76,518-22.4% | $135,380-56.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 18.06% | 4.85%+13.2pp | -0.27%+18.3pp | 519.81%-501.7pp |
| Employer contribution / active EE | $10,054 | $3,303+204.4% | $2,647+279.8% | $4,779+110.4% |
| Participant deferral / active EE | $8,192 | $4,640+76.5% | $3,836+113.6% | $5,609+46.0% |
| Admin fee / account holder | $336 | $6,249-94.6% | $4,849-93.1% | $10,828-96.9% |