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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 | $84,936 | $127,298-33.3% | $109,916-22.7% | $167,553-49.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.50% | 22.97%-10.5pp | 29.46%-17.0pp | 478.89%-466.4pp |
| Employer contribution / active EE | $5,309 | $3,325+59.7% | $2,844+86.7% | $4,840+9.7% |
| Participant deferral / active EE | $4,736 | $4,513+4.9% | $4,047+17.0% | $6,343-25.3% |
| Admin fee / account holder | $2,373 | $7,119-66.7% | $6,069-60.9% | $12,316-80.7% |