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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 | $63,077 | $165,939-62.0% | $122,354-48.4% | $147,586-57.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.85% | 34.56%-20.7pp | 30.28%-16.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $6,207 | $5,754+7.9% | $4,051+53.2% | $4,876+27.3% |
| Participant deferral / active EE | $770 | $4,005-80.8% | $3,287-76.6% | $5,439-85.8% |
| Admin fee / account holder | $583 | $7,425-92.2% | $5,479-89.4% | $10,886-94.6% |