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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 | $79,915 | $101,063-20.9% | $81,473-1.9% | $147,586-45.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.17% | 32.41%-14.2pp | 38.78%-20.6pp | 578.59%-560.4pp |
| Employer contribution / active EE | $8,020 | $3,206+150.2% | $2,568+212.3% | $4,876+64.5% |
| Participant deferral / active EE | $6,111 | $4,242+44.0% | $3,537+72.8% | $5,439+12.4% |
| Admin fee / account holder | $717 | $5,812-87.7% | $4,561-84.3% | $10,886-93.4% |