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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 | $61,354 | $90,486-32.2% | $78,676-22.0% | $273,972-77.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.29% | 75.62%-69.3pp | 62.19%-55.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $6,022 | $3,175+89.7% | $2,850+111.3% | $4,869+23.7% |
| Participant deferral / active EE | $6,127 | $3,901+57.0% | $3,517+74.2% | $5,287+15.9% |
| Admin fee / account holder | $448 | $5,263-91.5% | $4,510-90.1% | $10,133-95.6% |