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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 | $74,947 | $110,379-32.1% | $102,412-26.8% | $145,884-48.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.71% | 24.84%-9.1pp | 24.94%-9.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $3,680 | $4,216-12.7% | $3,870-4.9% | $4,662-21.1% |
| Participant deferral / active EE | $8,969 | $5,622+59.5% | $5,060+77.2% | $6,690+34.1% |
| Admin fee / account holder | $411 | $9,745-95.8% | $8,388-95.1% | $13,392-96.9% |