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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 | $102,365 | $176,786-42.1% | $146,643-30.2% | $167,536-38.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.66% | 24.04%-9.4pp | 22.75%-8.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $6,085 | $5,161+17.9% | $4,137+47.1% | $4,839+25.7% |
| Participant deferral / active EE | $7,870 | $6,440+22.2% | $5,506+42.9% | $6,342+24.1% |
| Admin fee / account holder | $904 | $13,262-93.2% | $10,280-91.2% | $12,315-92.7% |