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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 | $74,492 | $117,444-36.6% | $99,479-25.1% | $152,909-51.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 16.48% | 31.87%-15.4pp | 30.72%-14.2pp | 345.46%-329.0pp |
| Employer contribution / active EE | $6,092 | $3,014+102.1% | $2,540+139.8% | $4,764+27.9% |
| Participant deferral / active EE | $5,165 | $4,086+26.4% | $3,619+42.7% | $5,851-11.7% |
| Admin fee / account holder | $1,415 | $7,635-81.5% | $6,253-77.4% | $11,601-87.8% |