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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 | $75,395 | $176,786-57.4% | $146,643-48.6% | $167,536-55.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.41% | 24.04%-13.6pp | 22.75%-12.3pp | 478.82%-468.4pp |
| Employer contribution / active EE | $12,119 | $5,161+134.8% | $4,137+193.0% | $4,839+150.4% |
| Participant deferral / active EE | $3,900 | $6,440-39.4% | $5,506-29.2% | $6,342-38.5% |
| Admin fee / account holder | $607 | $13,262-95.4% | $10,280-94.1% | $12,315-95.1% |