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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 | $54,893 | $118,488-53.7% | $98,462-44.3% | $139,487-60.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.65% | 18.96%-7.3pp | 21.17%-9.5pp | 373.84%-362.2pp |
| Employer contribution / active EE | $6,216 | $3,611+72.2% | $3,049+103.9% | $4,755+30.7% |
| Participant deferral / active EE | $3,395 | $5,393-37.0% | $4,738-28.4% | $6,713-49.4% |
| Admin fee / account holder | $407 | $13,868-97.1% | $8,875-95.4% | $11,407-96.4% |