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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 | $73,749 | $125,184-41.1% | $105,607-30.2% | $145,884-49.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.14% | 225.00%-215.9pp | 116.11%-107.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,259 | $3,720-39.3% | $3,167-28.7% | $4,662-51.5% |
| Participant deferral / active EE | $4,042 | $5,714-29.3% | $5,011-19.3% | $6,690-39.6% |
| Admin fee / account holder | $26,699 | $17,133+55.8% | $10,958+143.7% | $13,392+99.4% |