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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 | $60,974 | $106,247-42.6% | $96,515-36.8% | $139,466-56.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.87% | 38.47%-20.6pp | 35.73%-17.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $6,220 | $4,106+51.5% | $3,740+66.3% | $4,754+30.8% |
| Participant deferral / active EE | $6,514 | $5,456+19.4% | $4,880+33.5% | $6,712-2.9% |
| Admin fee / account holder | $352 | $7,885-95.5% | $6,735-94.8% | $11,409-96.9% |