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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 | $82,107 | $162,821-49.6% | $133,978-38.7% | $158,982-48.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.19% | 41.95%-35.8pp | 45.10%-38.9pp | 302.99%-296.8pp |
| Employer contribution / active EE | $5,647 | $4,976+13.5% | $3,919+44.1% | $4,763+18.6% |
| Participant deferral / active EE | $6,890 | $5,910+16.6% | $5,047+36.5% | $5,983+15.2% |
| Admin fee / account holder | $563 | $11,742-95.2% | $8,930-93.7% | $11,252-95.0% |