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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 | $67,376 | $141,004-52.2% | $112,273-40.0% | $139,456-51.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.78% | 32.75%-16.0pp | 30.23%-13.4pp | 373.45%-356.7pp |
| Employer contribution / active EE | $5,598 | $4,285+30.6% | $3,431+63.1% | $4,753+17.8% |
| Participant deferral / active EE | $1,867 | $5,878-68.2% | $4,800-61.1% | $6,711-72.2% |
| Admin fee / account holder | $1,531 | $9,959-84.6% | $7,752-80.2% | $11,407-86.6% |