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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 | $87,134 | $176,794-50.7% | $146,647-40.6% | $167,553-48.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.61% | 24.04%-7.4pp | 22.75%-6.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $6,588 | $5,161+27.6% | $4,137+59.2% | $4,840+36.1% |
| Participant deferral / active EE | $6,047 | $6,440-6.1% | $5,506+9.8% | $6,343-4.7% |
| Admin fee / account holder | $448 | $13,262-96.6% | $10,281-95.6% | $12,316-96.4% |