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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 | $76,170 | $118,877-35.9% | $96,570-21.1% | $167,536-54.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.53% | 50.50%-41.0pp | 37.79%-28.3pp | 478.82%-469.3pp |
| Employer contribution / active EE | $6,199 | $3,121+98.6% | $2,357+163.0% | $4,839+28.1% |
| Participant deferral / active EE | $6,970 | $4,617+51.0% | $3,849+81.1% | $6,342+9.9% |
| Admin fee / account holder | $9,791 | $8,069+21.3% | $6,182+58.4% | $12,315-20.5% |