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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 | $84,978 | $124,330-31.7% | $109,173-22.2% | $167,536-49.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.26% | 26.04%-9.8pp | 25.75%-9.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $4,471 | $4,209+6.2% | $3,723+20.1% | $4,839-7.6% |
| Participant deferral / active EE | $1,966 | $5,256-62.6% | $4,654-57.7% | $6,342-69.0% |
| Admin fee / account holder | $1,731 | $7,974-78.3% | $6,755-74.4% | $12,315-85.9% |