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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 | $79,463 | $114,013-30.3% | $103,693-23.4% | $155,188-48.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.88% | 49.31%-32.4pp | 47.61%-30.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $4,147 | $3,131+32.4% | $2,920+42.0% | $4,248-2.4% |
| Participant deferral / active EE | $9,994 | $4,970+101.1% | $4,579+118.2% | $6,531+53.0% |
| Admin fee / account holder | $8,963 | $8,407+6.6% | $7,858+14.1% | $14,480-38.1% |