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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 | $72,966 | $103,393-29.4% | $87,103-16.2% | $152,909-52.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 11.84% | 28.10%-16.3pp | 28.19%-16.4pp | 345.46%-333.6pp |
| Employer contribution / active EE | $5,288 | $3,221+64.2% | $2,521+109.7% | $4,764+11.0% |
| Participant deferral / active EE | $6,110 | $4,778+27.9% | $4,049+50.9% | $5,851+4.4% |
| Admin fee / account holder | $744 | $12,195-93.9% | $7,491-90.1% | $11,601-93.6% |