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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 | $78,208 | $105,284-25.7% | $150,734-48.1% | $94,015-16.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 15.67% | 15.67%0pp | 600.81%-585.1pp | 17.84%-2.2pp |
| Employer contribution / active EE | $4,067 | $3,599+13.0% | $4,918-17.3% | $2,790+45.8% |
| Participant deferral / active EE | $3,071 | $4,274-28.1% | $5,610-45.3% | $4,249-27.7% |
| Admin fee / account holder | $10,881 | $9,839+10.6% | $14,905-27.0% | $8,951+21.6% |