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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 | $51,081 | $141,001-63.8% | $112,228-54.5% | $139,487-63.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.61% | 32.75%-22.1pp | 30.23%-19.6pp | 373.84%-363.2pp |
| Employer contribution / active EE | $9,536 | $4,285+122.5% | $3,432+177.9% | $4,755+100.6% |
| Participant deferral / active EE | $3,735 | $5,877-36.4% | $4,800-22.2% | $6,713-44.4% |
| Admin fee / account holder | $388 | $9,959-96.1% | $7,752-95.0% | $11,407-96.6% |