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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 | $81,059 | $115,917-30.1% | $100,535-19.4% | $158,982-49.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.24% | 34.80%-22.6pp | 30.90%-18.7pp | 302.99%-290.8pp |
| Employer contribution / active EE | $6,825 | $4,105+66.2% | $3,419+99.6% | $4,763+43.3% |
| Participant deferral / active EE | $9,674 | $6,677+44.9% | $6,271+54.3% | $5,983+61.7% |
| Admin fee / account holder | $5,667 | $11,002-48.5% | $8,085-29.9% | $11,252-49.6% |