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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 | $79,591 | $98,776-19.4% | $149,745-46.8% | $79,856-0.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.82% | 27.38%-7.6pp | 276.72%-256.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $3,052 | $3,217-5.1% | $4,646-34.3% | $2,471+23.5% |
| Participant deferral / active EE | $7,358 | $5,681+29.5% | $6,843+7.5% | $3,741+96.7% |
| Admin fee / account holder | $3,538 | $6,053-41.5% | $9,312-62.0% | $5,306-33.3% |