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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 | $95,433 | $117,433-18.7% | $99,475-4.1% | $152,897-37.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 21.34% | 31.87%-10.5pp | 30.72%-9.4pp | 345.43%-324.1pp |
| Employer contribution / active EE | $4,649 | $3,013+54.3% | $2,540+83.0% | $4,764-2.4% |
| Participant deferral / active EE | $5,829 | $4,086+42.7% | $3,619+61.1% | $5,851-0.4% |
| Admin fee / account holder | $424 | $7,634-94.5% | $6,252-93.2% | $11,599-96.3% |