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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 | $80,804 | $108,882-25.8% | $96,754-16.5% | $154,746-47.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.99% | 98.39%-79.4pp | 82.04%-63.0pp | 172.34%-153.3pp |
| Employer contribution / active EE | $6,137 | $3,018+103.3% | $2,679+129.0% | $4,379+40.1% |
| Participant deferral / active EE | $20,050 | $5,323+276.7% | $4,758+321.4% | $6,730+197.9% |
| Admin fee / account holder | $7,759 | $10,200-23.9% | $8,905-12.9% | $14,365-46.0% |