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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 | $104,996 | $211,288-50.3% | $178,540-41.2% | $145,884-28.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.29% | 30.27%-8.0pp | 27.15%-4.9pp | 551.85%-529.6pp |
| Employer contribution / active EE | $1,899 | $4,574-58.5% | $3,953-52.0% | $4,662-59.3% |
| Participant deferral / active EE | $10,990 | $6,967+57.7% | $6,281+75.0% | $6,690+64.3% |
| Admin fee / account holder | $505 | $12,105-95.8% | $10,424-95.2% | $13,392-96.2% |