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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 | $79,782 | $124,330-35.8% | $109,173-26.9% | $167,536-52.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.64% | 26.04%-10.4pp | 25.75%-10.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $6,012 | $4,209+42.8% | $3,723+61.5% | $4,839+24.2% |
| Participant deferral / active EE | $5,994 | $5,256+14.0% | $4,654+28.8% | $6,342-5.5% |
| Admin fee / account holder | $763 | $7,974-90.4% | $6,755-88.7% | $12,315-93.8% |