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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 | $51,125 | $98,240-48.0% | $82,312-37.9% | $147,586-65.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.26% | 30.85%-18.6pp | 25.88%-13.6pp | 578.59%-566.3pp |
| Employer contribution / active EE | $3,823 | $3,192+19.8% | $2,428+57.4% | $4,876-21.6% |
| Participant deferral / active EE | $8,292 | $4,383+89.2% | $3,706+123.7% | $5,439+52.5% |
| Admin fee / account holder | $593 | $8,563-93.1% | $5,608-89.4% | $10,886-94.6% |