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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 | $56,697 | $110,410-48.6% | $102,437-44.7% | $145,897-61.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.16% | 24.85%-13.7pp | 24.95%-13.8pp | 552.29%-541.1pp |
| Employer contribution / active EE | $8,904 | $4,217+111.1% | $3,871+130.0% | $4,663+91.0% |
| Participant deferral / active EE | $5,413 | $5,622-3.7% | $5,060+7.0% | $6,689-19.1% |
| Admin fee / account holder | $315 | $9,745-96.8% | $8,388-96.2% | $13,390-97.6% |