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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 | $74,945 | $162,781-54.0% | $133,956-44.1% | $158,931-52.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.25% | 41.94%-27.7pp | 45.09%-30.8pp | 302.86%-288.6pp |
| Employer contribution / active EE | $3,170 | $4,975-36.3% | $3,919-19.1% | $4,761-33.4% |
| Participant deferral / active EE | $5,546 | $5,911-6.2% | $5,048+9.9% | $5,982-7.3% |
| Admin fee / account holder | $377 | $11,736-96.8% | $8,927-95.8% | $11,247-96.6% |