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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 | $79,126 | $124,330-36.4% | $109,173-27.5% | $167,536-52.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.33% | 26.04%-11.7pp | 25.75%-11.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $4,993 | $4,209+18.6% | $3,723+34.1% | $4,839+3.2% |
| Participant deferral / active EE | $4,057 | $5,256-22.8% | $4,654-12.8% | $6,342-36.0% |
| Admin fee / account holder | $1,320 | $7,974-83.4% | $6,755-80.5% | $12,315-89.3% |