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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 | $79,958 | $105,856-24.5% | $90,161-11.3% | $147,585-45.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.15% | 37.63%-16.5pp | 34.89%-13.7pp | 578.58%-557.4pp |
| Employer contribution / active EE | $4,585 | $4,126+11.1% | $3,318+38.2% | $4,876-6.0% |
| Participant deferral / active EE | $6,322 | $5,733+10.3% | $5,287+19.6% | $5,439+16.2% |
| Admin fee / account holder | $3,000 | $8,046-62.7% | $5,943-49.5% | $10,886-72.4% |