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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 | $66,513 | $162,821-59.1% | $133,978-50.4% | $158,982-58.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.55% | 41.95%-26.4pp | 45.10%-29.5pp | 302.99%-287.4pp |
| Employer contribution / active EE | $6,178 | $4,976+24.2% | $3,919+57.6% | $4,763+29.7% |
| Participant deferral / active EE | $6,587 | $5,910+11.4% | $5,047+30.5% | $5,983+10.1% |
| Admin fee / account holder | $461 | $11,742-96.1% | $8,930-94.8% | $11,252-95.9% |