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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 | $81,052 | $124,351-34.8% | $109,188-25.8% | $167,553-51.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.34% | 26.04%-7.7pp | 25.76%-7.4pp | 478.89%-460.6pp |
| Employer contribution / active EE | $9,812 | $4,210+133.1% | $3,723+163.5% | $4,840+102.7% |
| Participant deferral / active EE | $6,252 | $5,257+18.9% | $4,654+34.3% | $6,343-1.4% |
| Admin fee / account holder | $2,786 | $7,975-65.1% | $6,755-58.8% | $12,316-77.4% |