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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 | $78,304 | $110,410-29.1% | $102,437-23.6% | $145,897-46.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.58% | 24.85%-9.3pp | 24.95%-9.4pp | 552.29%-536.7pp |
| Employer contribution / active EE | $6,106 | $4,217+44.8% | $3,871+57.8% | $4,663+31.0% |
| Participant deferral / active EE | $22,896 | $5,622+307.3% | $5,060+352.5% | $6,689+242.3% |
| Admin fee / account holder | $521 | $9,745-94.7% | $8,388-93.8% | $13,390-96.1% |