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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 | $75,776 | $227,633-66.7% | $189,597-60.0% | $167,553-54.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.81% | 78.45%-59.6pp | 64.20%-45.4pp | 478.89%-460.1pp |
| Employer contribution / active EE | $4,110 | $5,317-22.7% | $4,412-6.9% | $4,840-15.1% |
| Participant deferral / active EE | $8,010 | $7,003+14.4% | $6,174+29.7% | $6,343+26.3% |
| Admin fee / account holder | $981 | $11,879-91.7% | $9,807-90.0% | $12,316-92.0% |