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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 | $72,892 | $101,063-27.9% | $81,473-10.5% | $147,585-50.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.25% | 32.41%-12.2pp | 38.78%-18.5pp | 578.58%-558.3pp |
| Employer contribution / active EE | $7,359 | $3,206+129.6% | $2,568+186.6% | $4,876+50.9% |
| Participant deferral / active EE | $4,192 | $4,242-1.2% | $3,537+18.5% | $5,439-22.9% |
| Admin fee / account holder | $1,531 | $5,812-73.7% | $4,561-66.4% | $10,886-85.9% |