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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 | $66,301 | $176,838-62.5% | $146,685-54.8% | $167,518-60.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.73% | 24.04%-9.3pp | 22.75%-8.0pp | 478.71%-464.0pp |
| Employer contribution / active EE | $5,992 | $5,161+16.1% | $4,137+44.8% | $4,838+23.8% |
| Participant deferral / active EE | $3,203 | $6,441-50.3% | $5,507-41.8% | $6,342-49.5% |
| Admin fee / account holder | $623 | $13,262-95.3% | $10,281-93.9% | $12,312-94.9% |