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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 | $70,645 | $90,509-21.9% | $78,693-10.2% | $273,968-74.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.34% | 75.61%-69.3pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,839 | $3,175+20.9% | $2,850+34.7% | $4,869-21.2% |
| Participant deferral / active EE | $7,021 | $3,901+80.0% | $3,517+99.6% | $5,287+32.8% |
| Admin fee / account holder | $90,096 | $5,264+1611.6% | $4,511+1897.4% | $10,132+789.2% |