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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 | $75,227 | $124,336-39.5% | $111,303-32.4% | $167,518-55.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.23% | 37.45%-19.2pp | 54.66%-36.4pp | 478.71%-460.5pp |
| Employer contribution / active EE | $5,670 | $3,436+65.0% | $2,731+107.6% | $4,838+17.2% |
| Participant deferral / active EE | $4,496 | $5,181-13.2% | $4,487+0.2% | $6,342-29.1% |
| Admin fee / account holder | $6,974 | $10,623-34.4% | $7,966-12.5% | $12,312-43.4% |