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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 | $124,298-34.8% | $109,152-25.7% | $167,497-51.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.34% | 26.04%-7.7pp | 25.75%-7.4pp | 478.62%-460.3pp |
| Employer contribution / active EE | $9,812 | $4,208+133.2% | $3,722+163.6% | $4,838+102.8% |
| Participant deferral / active EE | $6,252 | $5,256+18.9% | $4,653+34.3% | $6,341-1.4% |
| Admin fee / account holder | $2,786 | $7,971-65.1% | $6,753-58.8% | $12,310-77.4% |