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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 | $78,378 | $91,198-14.1% | $178,503-56.1% | $79,856-1.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.44% | 24.20%-13.8pp | 151.12%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $7,586 | $3,257+132.9% | $5,011+51.4% | $2,471+207.0% |
| Participant deferral / active EE | $5,988 | $3,237+85.0% | $5,202+15.1% | $3,741+60.1% |
| Admin fee / account holder | $2,168 | $6,748-67.9% | $13,987-84.5% | $5,306-59.1% |