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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 | $74,765 | $95,406-21.6% | $185,849-59.8% | $85,847-12.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.86% | 23.59%-8.7pp | 122.10%-107.2pp | 318.61%-303.7pp |
| Employer contribution / active EE | $4,921 | $3,314+48.5% | $5,169-4.8% | $2,565+91.8% |
| Participant deferral / active EE | $6,776 | $3,424+97.9% | $5,569+21.7% | $3,952+71.5% |
| Admin fee / account holder | $5,262 | $7,214-27.1% | $16,244-67.6% | $6,261-16.0% |