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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 | $81,796 | $95,406-14.3% | $185,849-56.0% | $85,847-4.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.99% | 23.59%-9.6pp | 122.10%-108.1pp | 318.61%-304.6pp |
| Employer contribution / active EE | $5,477 | $3,314+65.3% | $5,169+6.0% | $2,565+113.5% |
| Participant deferral / active EE | $6,515 | $3,424+90.3% | $5,569+17.0% | $3,952+64.9% |
| Admin fee / account holder | $6,654 | $7,214-7.8% | $16,244-59.0% | $6,261+6.3% |