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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 | $58,493 | $124,314-52.9% | $109,163-46.4% | $167,518-65.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.03% | 26.04%-8.0pp | 25.75%-7.7pp | 478.71%-460.7pp |
| Employer contribution / active EE | $8,078 | $4,209+91.9% | $3,723+117.0% | $4,838+67.0% |
| Participant deferral / active EE | $6,875 | $5,256+30.8% | $4,654+47.7% | $6,342+8.4% |
| Admin fee / account holder | $310 | $7,973-96.1% | $6,754-95.4% | $12,312-97.5% |