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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 | $66,327 | $176,786-62.5% | $146,643-54.8% | $167,536-60.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.75% | 24.04%-12.3pp | 22.75%-11.0pp | 478.82%-467.1pp |
| Employer contribution / active EE | $10,849 | $5,161+110.2% | $4,137+162.2% | $4,839+124.2% |
| Participant deferral / active EE | $7,224 | $6,440+12.2% | $5,506+31.2% | $6,342+13.9% |
| Admin fee / account holder | $6,298 | $13,262-52.5% | $10,280-38.7% | $12,315-48.9% |