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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 | $74,640 | $118,708-37.1% | $98,920-24.5% | $158,982-53.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 6.25% | 372.49%-366.2pp | 196.47%-190.2pp | 302.99%-296.7pp |
| Employer contribution / active EE | $4,433 | $3,334+33.0% | $2,689+64.8% | $4,763-6.9% |
| Participant deferral / active EE | $4,772 | $5,089-6.2% | $4,245+12.4% | $5,983-20.2% |
| Admin fee / account holder | $2,933 | $10,134-71.1% | $6,643-55.8% | $11,252-73.9% |