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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 | $60,322 | $167,522-64.0% | $151,639-60.2% | $134,532-55.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.80% | 7.81%-12.6pp | 3.34%-8.1pp | 418.27%-423.1pp |
| Employer contribution / active EE | $13,791 | $6,828+102.0% | $6,165+123.7% | $4,741+190.9% |
| Participant deferral / active EE | $10,125 | $8,986+12.7% | $8,363+21.1% | $6,401+58.2% |
| Admin fee / account holder | $589 | $13,780-95.7% | $11,613-94.9% | $11,429-94.8% |