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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 | $78,741 | $107,809-27.0% | $97,032-18.9% | $155,188-49.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 16.24% | 38.06%-21.8pp | 35.38%-19.1pp | 148.84%-132.6pp |
| Employer contribution / active EE | $4,682 | $2,911+60.8% | $2,629+78.1% | $4,248+10.2% |
| Participant deferral / active EE | $6,775 | $5,129+32.1% | $4,672+45.0% | $6,531+3.7% |
| Admin fee / account holder | $1,994 | $10,717-81.4% | $9,418-78.8% | $14,480-86.2% |