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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 | $72,007 | $117,433-38.7% | $99,475-27.6% | $152,897-52.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 29.92% | 31.87%-2.0pp | 30.72%-0.8pp | 345.43%-315.5pp |
| Employer contribution / active EE | $4,530 | $3,013+50.3% | $2,540+78.3% | $4,764-4.9% |
| Participant deferral / active EE | $3,775 | $4,086-7.6% | $3,619+4.3% | $5,851-35.5% |
| Admin fee / account holder | $2,317 | $7,634-69.6% | $6,252-62.9% | $11,599-80.0% |