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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 | $56,653 | $117,846-51.9% | $102,434-44.7% | $145,884-61.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.63% | 31.90%-20.3pp | 29.46%-17.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $4,184 | $3,615+15.8% | $3,023+38.4% | $4,662-10.3% |
| Participant deferral / active EE | $10,346 | $5,733+80.4% | $5,055+104.7% | $6,690+54.7% |
| Admin fee / account holder | $1,245 | $13,356-90.7% | $9,462-86.8% | $13,392-90.7% |