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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 | $69,518 | $165,381-58.0% | $149,730-53.6% | $158,966-56.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.98% | 348.29%-336.3pp | 276.70%-264.7pp | 302.95%-291.0pp |
| Employer contribution / active EE | $4,414 | $5,104-13.5% | $4,645-5.0% | $4,762-7.3% |
| Participant deferral / active EE | $6,478 | $7,182-9.8% | $6,843-5.3% | $5,983+8.3% |
| Admin fee / account holder | $582 | $10,809-94.6% | $9,310-93.8% | $11,250-94.8% |