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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 | $63,239 | $141,004-55.2% | $112,273-43.7% | $139,456-54.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.89% | 32.75%-11.9pp | 30.23%-9.3pp | 373.45%-352.6pp |
| Employer contribution / active EE | $4,497 | $4,285+4.9% | $3,431+31.1% | $4,753-5.4% |
| Participant deferral / active EE | $9,483 | $5,878+61.3% | $4,800+97.6% | $6,711+41.3% |
| Admin fee / account holder | $363 | $9,959-96.4% | $7,752-95.3% | $11,407-96.8% |