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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 | $76,675 | $110,410-30.6% | $102,437-25.1% | $145,897-47.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.72% | 24.85%-10.1pp | 24.95%-10.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $5,245 | $4,217+24.4% | $3,871+35.5% | $4,663+12.5% |
| Participant deferral / active EE | $9,766 | $5,622+73.7% | $5,060+93.0% | $6,689+46.0% |
| Admin fee / account holder | $740 | $9,745-92.4% | $8,388-91.2% | $13,390-94.5% |