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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 | $64,974 | $86,288-24.7% | $111,306-41.6% | $85,851-24.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.74% | 19.99%-6.2pp | 54.67%-40.9pp | 318.63%-304.9pp |
| Employer contribution / active EE | $5,047 | $2,044+146.9% | $2,732+84.7% | $2,565+96.7% |
| Participant deferral / active EE | $4,758 | $3,641+30.7% | $4,488+6.0% | $3,952+20.4% |
| Admin fee / account holder | $1,639 | $8,189-80.0% | $7,966-79.4% | $6,261-73.8% |