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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 | $78,340 | $165,939-52.8% | $122,354-36.0% | $147,585-46.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.14% | 34.56%-16.4pp | 30.28%-12.1pp | 578.58%-560.4pp |
| Employer contribution / active EE | $5,780 | $5,754+0.4% | $4,051+42.7% | $4,876+18.5% |
| Participant deferral / active EE | $9,610 | $4,005+139.9% | $3,287+192.3% | $5,439+76.7% |
| Admin fee / account holder | $392 | $7,425-94.7% | $5,479-92.8% | $10,886-96.4% |