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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 | $76,481 | $176,786-56.7% | $146,643-47.8% | $167,536-54.3% |
| Participation rate | 93.3% | 83.6%+9.7pp | 80.1%+13.3pp | 82.1%+11.2pp |
| Annual return | 13.47% | 24.04%-10.6pp | 22.75%-9.3pp | 478.82%-465.3pp |
| Employer contribution / active EE | $7,401 | $5,161+43.4% | $4,137+78.9% | $4,839+53.0% |
| Participant deferral / active EE | $7,944 | $6,440+23.4% | $5,506+44.3% | $6,342+25.3% |
| Admin fee / account holder | $600 | $13,262-95.5% | $10,280-94.2% | $12,315-95.1% |