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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 | $78,539 | $90,486-13.2% | $78,676-0.2% | $273,972-71.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.54% | 75.62%-67.1pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $14,140 | $3,175+345.4% | $2,850+396.1% | $4,869+190.4% |
| Participant deferral / active EE | $9,307 | $3,901+138.6% | $3,517+164.6% | $5,287+76.0% |
| Admin fee / account holder | $1,156 | $5,263-78.0% | $4,510-74.4% | $10,133-88.6% |