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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 | $76,681 | $100,262-23.5% | $81,370-5.8% | $145,897-47.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.81% | 34.52%-22.7pp | 24.85%-13.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $3,133 | $2,979+5.2% | $2,464+27.1% | $4,663-32.8% |
| Participant deferral / active EE | $10,117 | $4,612+119.4% | $3,885+160.4% | $6,689+51.2% |
| Admin fee / account holder | $870 | $8,163-89.3% | $5,749-84.9% | $13,390-93.5% |