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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 | $50,087 | $117,895-57.5% | $102,460-51.1% | $145,897-65.7% |
| Participation rate | 95.7% | 78.6%+17.0pp | 76.5%+19.1pp | 80.3%+15.3pp |
| Annual return | 26.63% | 31.92%-5.3pp | 29.47%-2.8pp | 552.29%-525.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,071 | $5,736+110.4% | $5,056+138.7% | $6,689+80.5% |
| Admin fee / account holder | $496 | $13,353-96.3% | $9,460-94.8% | $13,390-96.3% |