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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 | $56,977 | $124,351-54.2% | $109,188-47.8% | $167,553-66.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.22% | 26.04%-13.8pp | 25.76%-13.5pp | 478.89%-466.7pp |
| Employer contribution / active EE | $5,937 | $4,210+41.0% | $3,723+59.5% | $4,840+22.7% |
| Participant deferral / active EE | $10,556 | $5,257+100.8% | $4,654+126.8% | $6,343+66.4% |
| Admin fee / account holder | $2,036 | $7,975-74.5% | $6,755-69.9% | $12,316-83.5% |