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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 | $47,503 | $124,351-61.8% | $109,188-56.5% | $167,553-71.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.07% | 26.04%-15.0pp | 25.76%-14.7pp | 478.89%-467.8pp |
| Employer contribution / active EE | $6,883 | $4,210+63.5% | $3,723+84.9% | $4,840+42.2% |
| Participant deferral / active EE | $2,504 | $5,257-52.4% | $4,654-46.2% | $6,343-60.5% |
| Admin fee / account holder | $466 | $7,975-94.2% | $6,755-93.1% | $12,316-96.2% |