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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 | $110,337-29.0% | $102,383-23.5% | $145,877-46.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.58% | 24.83%-9.3pp | 24.94%-9.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $6,106 | $4,216+44.8% | $3,870+57.8% | $4,663+30.9% |
| Participant deferral / active EE | $22,896 | $5,621+307.4% | $5,060+352.5% | $6,691+242.2% |
| Admin fee / account holder | $521 | $9,750-94.7% | $8,391-93.8% | $13,402-96.1% |