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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 | $56,808 | $121,677-53.3% | $104,625-45.7% | $158,966-64.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.03% | 465.58%-453.5pp | 340.60%-328.6pp | 302.95%-290.9pp |
| Employer contribution / active EE | $2,627 | $3,165-17.0% | $2,681-2.0% | $4,762-44.8% |
| Participant deferral / active EE | $1,102 | $4,175-73.6% | $3,738-70.5% | $5,983-81.6% |
| Admin fee / account holder | $3,291 | $7,777-57.7% | $6,465-49.1% | $11,250-70.7% |