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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 | $72,701 | $126,113-42.4% | $116,096-37.4% | $155,188-53.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 9.55% | 391.72%-382.2pp | 326.25%-316.7pp | 148.84%-139.3pp |
| Employer contribution / active EE | $5,385 | $2,672+101.6% | $2,503+115.1% | $4,248+26.8% |
| Participant deferral / active EE | $1,736 | $4,162-58.3% | $3,952-56.1% | $6,531-73.4% |
| Admin fee / account holder | $1,964 | $8,045-75.6% | $7,704-74.5% | $14,480-86.4% |