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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 | $40,303 | $117,895-65.8% | $102,460-60.7% | $145,897-72.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.80% | 31.92%-22.1pp | 29.47%-19.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $6,825 | $3,619+88.6% | $3,025+125.6% | $4,663+46.4% |
| Participant deferral / active EE | $6,737 | $5,736+17.4% | $5,056+33.2% | $6,689+0.7% |
| Admin fee / account holder | $522 | $13,353-96.1% | $9,460-94.5% | $13,390-96.1% |