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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 | $83,055 | $114,013-27.2% | $103,693-19.9% | $155,188-46.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.21% | 49.31%-37.1pp | 47.61%-35.4pp | 148.84%-136.6pp |
| Employer contribution / active EE | $7,120 | $3,131+127.4% | $2,920+143.8% | $4,248+67.6% |
| Participant deferral / active EE | $3,089 | $4,970-37.9% | $4,579-32.6% | $6,531-52.7% |
| Admin fee / account holder | $1,898 | $8,407-77.4% | $7,858-75.9% | $14,480-86.9% |