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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 | $70,941 | $212,386-66.6% | $199,883-64.5% | $138,895-48.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.58% | 47.75%-31.2pp | 43.81%-27.2pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,892 | $6,625-56.3% | $6,261-53.8% | $4,194-31.0% |
| Participant deferral / active EE | $4,383 | $9,617-54.4% | $9,138-52.0% | $6,396-31.5% |
| Admin fee / account holder | $5,261 | $18,233-71.1% | $17,268-69.5% | $12,562-58.1% |