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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 | $104,414 | $156,616-33.3% | $133,346-21.7% | $198,609-47.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 19.40% | 44.25%-24.8pp | 36.85%-17.4pp | 202.70%-183.3pp |
| Employer contribution / active EE | $4,408 | $3,368+30.9% | $2,853+54.5% | $5,055-12.8% |
| Participant deferral / active EE | $8,270 | $4,920+68.1% | $4,332+90.9% | $6,977+18.5% |
| Admin fee / account holder | $527 | $17,468-97.0% | $14,264-96.3% | $19,030-97.2% |