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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 | $69,026 | $81,664-15.5% | $70,476-2.1% | $158,966-56.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.64% | 208.59%-193.0pp | 109.12%-93.5pp | 302.95%-287.3pp |
| Employer contribution / active EE | $657 | $3,219-79.6% | $2,738-76.0% | $4,762-86.2% |
| Participant deferral / active EE | $6,485 | $4,556+42.3% | $3,710+74.8% | $5,983+8.4% |
| Admin fee / account holder | $408 | $6,197-93.4% | $3,847-89.4% | $11,250-96.4% |