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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 | $79,887 | $110,410-27.6% | $102,437-22.0% | $145,897-45.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.96% | 24.85%-9.9pp | 24.95%-10.0pp | 552.29%-537.3pp |
| Employer contribution / active EE | $8,843 | $4,217+109.7% | $3,871+128.5% | $4,663+89.7% |
| Participant deferral / active EE | $4,672 | $5,622-16.9% | $5,060-7.7% | $6,689-30.2% |
| Admin fee / account holder | $1,074 | $9,745-89.0% | $8,388-87.2% | $13,390-92.0% |