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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 | $14,429 | $95,917-85.0% | $79,583-81.9% | $134,545-89.3% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | 6.63% | -2.70%+9.3pp | 0.16%+6.5pp | 418.37%-411.7pp |
| Employer contribution / active EE | $4,522 | $3,129+44.5% | $2,414+87.3% | $4,742-4.6% |
| Participant deferral / active EE | $6,630 | $4,694+41.2% | $3,986+66.3% | $6,401+3.6% |
| Admin fee / account holder | $465 | $9,132-94.9% | $6,835-93.2% | $11,431-95.9% |