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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 | $86,089 | $103,393-16.7% | $87,103-1.2% | $152,909-43.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.71% | 28.10%-7.4pp | 28.19%-7.5pp | 345.46%-324.8pp |
| Employer contribution / active EE | $4,479 | $3,221+39.1% | $2,521+77.6% | $4,764-6.0% |
| Participant deferral / active EE | $3,540 | $4,778-25.9% | $4,049-12.6% | $5,851-39.5% |
| Admin fee / account holder | $3,251 | $12,195-73.3% | $7,491-56.6% | $11,601-72.0% |