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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 | $83,681 | $124,425-32.7% | $112,040-25.3% | $137,256-39.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.17% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $6,388 | $3,411+87.3% | $2,954+116.3% | $4,156+53.7% |
| Participant deferral / active EE | $10,950 | $5,718+91.5% | $5,098+114.8% | $6,407+70.9% |
| Admin fee / account holder | $440 | $15,207-97.1% | $12,098-96.4% | $12,270-96.4% |