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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 | $74,751 | $102,385-27.0% | $147,080-49.2% | $80,935-7.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.72% | 135.09%-120.4pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $3,563 | $3,717-4.1% | $4,933-27.8% | $2,757+29.2% |
| Participant deferral / active EE | $6,587 | $6,651-1.0% | $8,066-18.3% | $4,299+53.2% |
| Admin fee / account holder | $6,006 | $7,951-24.5% | $12,989-53.8% | $6,924-13.3% |