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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 | $61,309 | $58,828+4.2% | $78,002-21.4% | $62,881-2.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.09% | 17.16%-10.1pp | 425.99%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $5,098 | $1,672+205.0% | $2,470+106.4% | $2,281+123.5% |
| Participant deferral / active EE | $4,427 | $2,686+64.9% | $3,497+26.6% | $3,203+38.2% |
| Admin fee / account holder | $444 | $4,393-89.9% | $5,481-91.9% | $4,296-89.7% |