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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 | $65,215 | $127,790-49.0% | $106,555-38.8% | $167,536-61.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.90% | 33.88%-20.0pp | 26.80%-12.9pp | 478.82%-464.9pp |
| Employer contribution / active EE | $6,551 | $3,428+91.1% | $2,819+132.3% | $4,839+35.4% |
| Participant deferral / active EE | $6,618 | $5,088+30.1% | $4,399+50.5% | $6,342+4.3% |
| Admin fee / account holder | $718 | $11,229-93.6% | $7,408-90.3% | $12,315-94.2% |