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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 | $67,819 | $161,352-58.0% | $134,172-49.5% | $137,256-50.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 12.89% | 28.72%-15.8pp | 25.30%-12.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $9,762 | $4,099+138.2% | $3,420+185.5% | $4,156+134.9% |
| Participant deferral / active EE | $5,253 | $5,552-5.4% | $4,690+12.0% | $6,407-18.0% |
| Admin fee / account holder | $651 | $15,028-95.7% | $12,016-94.6% | $12,270-94.7% |