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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 | $58,547 | $117,846-50.3% | $102,434-42.8% | $145,884-59.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.76% | 31.90%-16.1pp | 29.46%-13.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,866 | $3,615-20.7% | $3,023-5.2% | $4,662-38.5% |
| Participant deferral / active EE | $8,809 | $5,733+53.6% | $5,055+74.3% | $6,690+31.7% |
| Admin fee / account holder | $338 | $13,356-97.5% | $9,462-96.4% | $13,392-97.5% |