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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 | $90,755 | $117,829-23.0% | $102,423-11.4% | $145,877-37.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.39% | 31.83%-21.4pp | 29.42%-19.0pp | 551.28%-540.9pp |
| Employer contribution / active EE | $6,098 | $3,615+68.7% | $3,023+101.7% | $4,663+30.8% |
| Participant deferral / active EE | $4,848 | $5,732-15.4% | $5,054-4.1% | $6,691-27.5% |
| Admin fee / account holder | $853 | $13,335-93.6% | $9,455-91.0% | $13,402-93.6% |