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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 | $68,781 | $154,193-55.4% | $130,045-47.1% | $139,466-50.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.52% | 32.51%-17.0pp | -137.30%+152.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $8,040 | $5,292+51.9% | $4,321+86.1% | $4,754+69.1% |
| Participant deferral / active EE | $6,151 | $6,709-8.3% | $5,820+5.7% | $6,712-8.4% |
| Admin fee / account holder | $8,239 | $13,989-41.1% | $10,600-22.3% | $11,409-27.8% |