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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 | $64,557 | $106,280-39.3% | $96,538-33.1% | $139,487-53.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.82% | 38.48%-23.7pp | 35.74%-20.9pp | 373.84%-359.0pp |
| Employer contribution / active EE | $8,393 | $4,107+104.4% | $3,740+124.4% | $4,755+76.5% |
| Participant deferral / active EE | $4,618 | $5,457-15.4% | $4,880-5.4% | $6,713-31.2% |
| Admin fee / account holder | $7,336 | $7,888-7.0% | $6,737+8.9% | $11,407-35.7% |