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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 | $63,626 | $95,601-33.4% | $77,183-17.6% | $139,456-54.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.54% | 54.96%-42.4pp | 37.89%-25.4pp | 373.45%-360.9pp |
| Employer contribution / active EE | $3,211 | $3,145+2.1% | $2,534+26.7% | $4,753-32.4% |
| Participant deferral / active EE | $6,750 | $4,623+46.0% | $3,833+76.1% | $6,711+0.6% |
| Admin fee / account holder | $543 | $8,302-93.5% | $5,475-90.1% | $11,407-95.2% |