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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 | $86,237 | $106,247-18.8% | $96,515-10.6% | $139,466-38.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.44% | 38.47%-19.0pp | 35.73%-16.3pp | 373.66%-354.2pp |
| Employer contribution / active EE | $8,353 | $4,106+103.4% | $3,740+123.4% | $4,754+75.7% |
| Participant deferral / active EE | $6,788 | $5,456+24.4% | $4,880+39.1% | $6,712+1.1% |
| Admin fee / account holder | $8,638 | $7,885+9.6% | $6,735+28.2% | $11,409-24.3% |