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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 | $80,017 | $105,856-24.4% | $90,161-11.3% | $147,586-45.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.13% | 37.63%-21.5pp | 34.89%-18.8pp | 578.59%-562.5pp |
| Employer contribution / active EE | $4,650 | $4,126+12.7% | $3,318+40.2% | $4,876-4.6% |
| Participant deferral / active EE | $9,243 | $5,733+61.2% | $5,287+74.8% | $5,439+70.0% |
| Admin fee / account holder | $1,923 | $8,046-76.1% | $5,943-67.6% | $10,886-82.3% |