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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 | $79,218 | $124,187-36.2% | $108,410-26.9% | $167,518-52.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.40% | 1379.80%-1368.4pp | 905.34%-893.9pp | 478.71%-467.3pp |
| Employer contribution / active EE | $3,857 | $4,187-7.9% | $3,558+8.4% | $4,838-20.3% |
| Participant deferral / active EE | $6,731 | $6,908-2.6% | $6,562+2.6% | $6,342+6.1% |
| Admin fee / account holder | $850 | $9,456-91.0% | $7,296-88.3% | $12,312-93.1% |