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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 | $78,574 | $90,486-13.2% | $78,676-0.1% | $273,972-71.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.91% | 75.62%-70.7pp | 62.19%-57.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $15,005 | $3,175+372.6% | $2,850+426.5% | $4,869+208.2% |
| Participant deferral / active EE | $24,000 | $3,901+515.2% | $3,517+582.4% | $5,287+353.9% |
| Admin fee / account holder | $11,188 | $5,263+112.6% | $4,510+148.1% | $10,133+10.4% |