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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 | $62,528 | $117,846-46.9% | $102,434-39.0% | $145,884-57.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.39% | 31.90%-18.5pp | 29.46%-16.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $9,748 | $3,615+169.7% | $3,023+222.5% | $4,662+109.1% |
| Participant deferral / active EE | $6,900 | $5,733+20.3% | $5,055+36.5% | $6,690+3.1% |
| Admin fee / account holder | $2,374 | $13,356-82.2% | $9,462-74.9% | $13,392-82.3% |