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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 | $62,201 | $162,821-61.8% | $133,978-53.6% | $158,982-60.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.62% | 41.95%-30.3pp | 45.10%-33.5pp | 302.99%-291.4pp |
| Employer contribution / active EE | $6,604 | $4,976+32.7% | $3,919+68.5% | $4,763+38.7% |
| Participant deferral / active EE | $4,767 | $5,910-19.4% | $5,047-5.6% | $5,983-20.3% |
| Admin fee / account holder | $715 | $11,742-93.9% | $8,930-92.0% | $11,252-93.6% |