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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 | $66,198 | $124,330-46.8% | $109,173-39.4% | $167,536-60.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.64% | 26.04%-11.4pp | 25.75%-11.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $3,930 | $4,209-6.6% | $3,723+5.6% | $4,839-18.8% |
| Participant deferral / active EE | $12,115 | $5,256+130.5% | $4,654+160.3% | $6,342+91.0% |
| Admin fee / account holder | $885 | $7,974-88.9% | $6,755-86.9% | $12,315-92.8% |