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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 | $74,733 | $228,395-67.3% | $185,861-59.8% | $158,982-53.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.66% | 40.82%-26.2pp | 35.96%-21.3pp | 302.99%-288.3pp |
| Employer contribution / active EE | $5,569 | $4,968+12.1% | $4,088+36.2% | $4,763+16.9% |
| Participant deferral / active EE | $6,961 | $6,417+8.5% | $5,634+23.6% | $5,983+16.3% |
| Admin fee / account holder | $553 | $11,869-95.3% | $9,503-94.2% | $11,252-95.1% |