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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 | $57,964 | $141,001-58.9% | $112,228-48.4% | $139,487-58.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.38% | 32.75%-20.4pp | 30.23%-17.9pp | 373.84%-361.5pp |
| Employer contribution / active EE | $3,750 | $4,285-12.5% | $3,432+9.3% | $4,755-21.1% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $590 | $9,959-94.1% | $7,752-92.4% | $11,407-94.8% |