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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 | $90,164 | $149,679-39.8% | $117,039-23.0% | $147,585-38.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.18% | 19.31%-3.1pp | 18.95%-2.8pp | 578.58%-562.4pp |
| Employer contribution / active EE | $1,798 | $4,937-63.6% | $3,785-52.5% | $4,876-63.1% |
| Participant deferral / active EE | $6,805 | $4,912+38.5% | $3,929+73.2% | $5,439+25.1% |
| Admin fee / account holder | $467 | $7,856-94.1% | $5,974-92.2% | $10,886-95.7% |