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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 | $79,673 | $149,778-46.8% | $118,946-33.0% | $158,966-49.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.52% | 19.95%-5.4pp | 35.89%-21.4pp | 302.95%-288.4pp |
| Employer contribution / active EE | $7,918 | $4,117+92.3% | $3,263+142.6% | $4,762+66.3% |
| Participant deferral / active EE | $3,379 | $5,225-35.3% | $4,266-20.8% | $5,983-43.5% |
| Admin fee / account holder | $13,568 | $8,604+57.7% | $6,581+106.2% | $11,250+20.6% |