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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 | $60,545 | $115,814-47.7% | $101,275-40.2% | $158,982-61.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.76% | 56.16%-44.4pp | 46.48%-34.7pp | 302.99%-291.2pp |
| Employer contribution / active EE | $3,159 | $4,176-24.3% | $3,660-13.7% | $4,763-33.7% |
| Participant deferral / active EE | $8,667 | $4,958+74.8% | $4,371+98.3% | $5,983+44.8% |
| Admin fee / account holder | $466 | $7,249-93.6% | $5,948-92.2% | $11,252-95.9% |