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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 | $105,945 | $124,330-14.8% | $109,173-3.0% | $167,536-36.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.60% | 26.04%-12.4pp | 25.75%-12.2pp | 478.82%-465.2pp |
| Employer contribution / active EE | $6,762 | $4,209+60.6% | $3,723+81.6% | $4,839+39.7% |
| Participant deferral / active EE | $4,670 | $5,256-11.1% | $4,654+0.4% | $6,342-26.4% |
| Admin fee / account holder | $743 | $7,974-90.7% | $6,755-89.0% | $12,315-94.0% |