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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 | $59,609 | $176,786-66.3% | $146,643-59.4% | $167,536-64.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.53% | 24.04%-8.5pp | 22.75%-7.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $6,991 | $5,161+35.5% | $4,137+69.0% | $4,839+44.5% |
| Participant deferral / active EE | $6,917 | $6,440+7.4% | $5,506+25.6% | $6,342+9.1% |
| Admin fee / account holder | $470 | $13,262-96.5% | $10,280-95.4% | $12,315-96.2% |