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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 | $75,215 | $103,393-27.3% | $87,103-13.6% | $152,909-50.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.69% | 28.10%-10.4pp | 28.19%-10.5pp | 345.46%-327.8pp |
| Employer contribution / active EE | $4,348 | $3,221+35.0% | $2,521+72.4% | $4,764-8.7% |
| Participant deferral / active EE | $4,013 | $4,778-16.0% | $4,049-0.9% | $5,851-31.4% |
| Admin fee / account holder | $4,342 | $12,195-64.4% | $7,491-42.0% | $11,601-62.6% |