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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 | $83,505 | $108,882-23.3% | $96,754-13.7% | $154,746-46.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.51% | 98.39%-81.9pp | 82.04%-65.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $3,208 | $3,018+6.3% | $2,679+19.8% | $4,379-26.7% |
| Participant deferral / active EE | $8,668 | $5,323+62.8% | $4,758+82.2% | $6,730+28.8% |
| Admin fee / account holder | $7,258 | $10,200-28.8% | $8,905-18.5% | $14,365-49.5% |