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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 | $74,041 | $176,794-58.1% | $146,647-49.5% | $167,553-55.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.37% | 24.04%-7.7pp | 22.75%-6.4pp | 478.89%-462.5pp |
| Employer contribution / active EE | $12,841 | $5,161+148.8% | $4,137+210.4% | $4,840+165.3% |
| Participant deferral / active EE | $6,071 | $6,440-5.7% | $5,506+10.3% | $6,343-4.3% |
| Admin fee / account holder | $629 | $13,262-95.3% | $10,281-93.9% | $12,316-94.9% |