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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 | $75,130 | $94,749-20.7% | $112,899-33.5% | $139,466-46.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.33% | 40.92%-28.6pp | 34.11%-21.8pp | 373.66%-361.3pp |
| Employer contribution / active EE | $8,484 | $4,630+83.2% | $4,566+85.8% | $4,754+78.5% |
| Participant deferral / active EE | $8,293 | $6,517+27.3% | $6,516+27.3% | $6,712+23.6% |
| Admin fee / account holder | $2,707 | $8,530-68.3% | $7,047-61.6% | $11,409-76.3% |