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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 | $117,846-57.5% | $102,434-51.1% | $145,884-65.7% |
| Participation rate | 95.7% | 78.6%+17.0pp | 76.5%+19.1pp | 80.3%+15.3pp |
| Annual return | 26.63% | 31.90%-5.3pp | 29.46%-2.8pp | 551.85%-525.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,071 | $5,733+110.5% | $5,055+138.8% | $6,690+80.4% |
| Admin fee / account holder | $496 | $13,356-96.3% | $9,462-94.8% | $13,392-96.3% |