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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 | $111,799 | $232,540-51.9% | $185,117-39.6% | $147,585-24.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.85% | 43.03%-36.2pp | 40.50%-33.6pp | 578.57%-571.7pp |
| Employer contribution / active EE | $1,599 | $5,195-69.2% | $4,182-61.8% | $4,876-67.2% |
| Participant deferral / active EE | $4,568 | $5,834-21.7% | $5,045-9.5% | $5,439-16.0% |
| Admin fee / account holder | $465 | $10,275-95.5% | $8,159-94.3% | $10,885-95.7% |