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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 | $71,976 | $124,351-42.1% | $109,188-34.1% | $167,553-57.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.54% | 26.04%-14.5pp | 25.76%-14.2pp | 478.89%-467.4pp |
| Employer contribution / active EE | $9,479 | $4,210+125.2% | $3,723+154.6% | $4,840+95.9% |
| Participant deferral / active EE | $6,850 | $5,257+30.3% | $4,654+47.2% | $6,343+8.0% |
| Admin fee / account holder | $1,456 | $7,975-81.7% | $6,755-78.4% | $12,316-88.2% |