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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 | $83,307 | $134,817-38.2% | $123,973-32.8% | $155,188-46.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.15% | 515.49%-507.3pp | 388.13%-380.0pp | 148.84%-140.7pp |
| Employer contribution / active EE | $3,500 | $4,425-20.9% | $4,126-15.2% | $4,248-17.6% |
| Participant deferral / active EE | $4,733 | $5,706-17.1% | $5,247-9.8% | $6,531-27.5% |
| Admin fee / account holder | $1,598 | $13,245-87.9% | $11,799-86.5% | $14,480-89.0% |