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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 | $77,388 | $115,911-33.2% | $100,530-23.0% | $158,950-51.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.17% | 34.80%-20.6pp | 30.89%-16.7pp | 302.91%-288.7pp |
| Employer contribution / active EE | $6,820 | $4,104+66.2% | $3,418+99.5% | $4,762+43.2% |
| Participant deferral / active EE | $8,244 | $6,676+23.5% | $6,271+31.5% | $5,983+37.8% |
| Admin fee / account holder | $614 | $10,999-94.4% | $8,083-92.4% | $11,248-94.5% |