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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 | $74,969 | $78,423-4.4% | $95,964-21.9% | $79,856-6.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 20.23% | 19.37%+0.9pp | 91.64%-71.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $3,886 | $1,945+99.7% | $2,541+52.9% | $2,471+57.2% |
| Participant deferral / active EE | $5,712 | $3,440+66.1% | $4,167+37.1% | $3,741+52.7% |
| Admin fee / account holder | $2,746 | $5,622-51.2% | $6,797-59.6% | $5,306-48.3% |