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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 | $61,093 | $110,278-44.6% | $95,740-36.2% | $139,466-56.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.08% | 27.19%-5.1pp | 28.41%-6.3pp | 373.66%-351.6pp |
| Employer contribution / active EE | $4,148 | $3,260+27.2% | $2,836+46.3% | $4,754-12.7% |
| Participant deferral / active EE | $6,195 | $4,674+32.5% | $4,244+46.0% | $6,712-7.7% |
| Admin fee / account holder | $397 | $6,613-94.0% | $5,676-93.0% | $11,409-96.5% |