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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 | $97,421 | $141,004-30.9% | $112,273-13.2% | $139,456-30.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.27% | 32.75%-14.5pp | 30.23%-12.0pp | 373.45%-355.2pp |
| Employer contribution / active EE | $5,112 | $4,285+19.3% | $3,431+49.0% | $4,753+7.6% |
| Participant deferral / active EE | $4,567 | $5,878-22.3% | $4,800-4.8% | $6,711-31.9% |
| Admin fee / account holder | $647 | $9,959-93.5% | $7,752-91.7% | $11,407-94.3% |