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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 | $72,873 | $108,897-33.1% | $100,378-27.4% | $145,877-50.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.96% | 58.17%-41.2pp | 49.41%-32.5pp | 551.28%-534.3pp |
| Employer contribution / active EE | $3,932 | $4,420-11.0% | $3,942-0.2% | $4,663-15.7% |
| Participant deferral / active EE | $12,281 | $8,455+45.3% | $8,087+51.9% | $6,691+83.6% |
| Admin fee / account holder | $1,744 | $9,690-82.0% | $7,899-77.9% | $13,402-87.0% |