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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 | $78,488 | $108,942-28.0% | $100,415-21.8% | $145,897-46.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.02% | 58.27%-44.3pp | 49.47%-35.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $779 | $4,422-82.4% | $3,943-80.2% | $4,663-83.3% |
| Participant deferral / active EE | $4,762 | $8,461-43.7% | $8,091-41.2% | $6,689-28.8% |
| Admin fee / account holder | $7,872 | $9,702-18.9% | $7,906-0.4% | $13,390-41.2% |