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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 | $75,127 | $77,416-3.0% | $69,464+8.2% | $152,897-50.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.21% | 39.08%-17.9pp | 28.98%-7.8pp | 345.43%-324.2pp |
| Employer contribution / active EE | $7,095 | $3,315+114.1% | $2,779+155.3% | $4,764+48.9% |
| Participant deferral / active EE | $9,584 | $4,413+117.2% | $3,536+171.0% | $5,851+63.8% |
| Admin fee / account holder | $6,566 | $6,208+5.8% | $3,840+71.0% | $11,599-43.4% |