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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 | $83,265 | $125,190-33.5% | $105,624-21.2% | $145,897-42.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.43% | 225.22%-216.8pp | 116.20%-107.8pp | 552.29%-543.9pp |
| Employer contribution / active EE | $3,870 | $3,720+4.0% | $3,168+22.2% | $4,663-17.0% |
| Participant deferral / active EE | $14,370 | $5,716+151.4% | $5,013+186.7% | $6,689+114.8% |
| Admin fee / account holder | $1,234 | $17,138-92.8% | $10,961-88.7% | $13,390-90.8% |