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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 | $117,829-65.8% | $102,423-60.7% | $145,877-72.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.80% | 31.83%-22.0pp | 29.42%-19.6pp | 551.28%-541.5pp |
| Employer contribution / active EE | $6,825 | $3,615+88.8% | $3,023+125.8% | $4,663+46.4% |
| Participant deferral / active EE | $6,737 | $5,732+17.5% | $5,054+33.3% | $6,691+0.7% |
| Admin fee / account holder | $522 | $13,335-96.1% | $9,455-94.5% | $13,402-96.1% |