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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 | $88,962 | $165,939-46.4% | $122,354-27.3% | $147,586-39.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.07% | 34.56%-13.5pp | 30.28%-9.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $5,540 | $5,754-3.7% | $4,051+36.8% | $4,876+13.6% |
| Participant deferral / active EE | $7,392 | $4,005+84.6% | $3,287+124.9% | $5,439+35.9% |
| Admin fee / account holder | $440 | $7,425-94.1% | $5,479-92.0% | $10,886-96.0% |