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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 | $63,975 | $106,115-39.7% | $85,969-25.6% | $125,389-49.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 8.54% | 13.93%-5.4pp | 9.32%-0.8pp | 282.24%-273.7pp |
| Employer contribution / active EE | $6,811 | $4,537+50.1% | $3,474+96.0% | $4,866+40.0% |
| Participant deferral / active EE | $11,525 | $4,859+137.2% | $3,829+201.0% | $5,352+115.4% |
| Admin fee / account holder | $434 | $8,144-94.7% | $6,053-92.8% | $9,541-95.4% |