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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 | $50,699 | $124,314-59.2% | $109,163-53.6% | $167,518-69.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.52% | 26.04%-10.5pp | 25.75%-10.2pp | 478.71%-463.2pp |
| Employer contribution / active EE | $6,293 | $4,209+49.5% | $3,723+69.0% | $4,838+30.1% |
| Participant deferral / active EE | $7,367 | $5,256+40.1% | $4,654+58.3% | $6,342+16.2% |
| Admin fee / account holder | $610 | $7,973-92.3% | $6,754-91.0% | $12,312-95.0% |