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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 | $69,681 | $108,911-36.0% | $100,392-30.6% | $145,884-52.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 58.23%-46.1pp | 49.45%-37.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $4,340 | $4,420-1.8% | $3,941+10.1% | $4,662-6.9% |
| Participant deferral / active EE | $6,717 | $8,459-20.6% | $8,090-17.0% | $6,690+0.4% |
| Admin fee / account holder | $340 | $9,698-96.5% | $7,904-95.7% | $13,392-97.5% |