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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 | $99,053-20.5% | $88,179-10.7% | $138,895-43.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.24% | 78.17%-61.9pp | 64.97%-48.7pp | 145.39%-129.2pp |
| Employer contribution / active EE | $4,682 | $2,882+62.5% | $2,549+83.7% | $4,194+11.6% |
| Participant deferral / active EE | $6,775 | $5,225+29.6% | $4,614+46.8% | $6,396+5.9% |
| Admin fee / account holder | $1,994 | $8,748-77.2% | $7,673-74.0% | $12,562-84.1% |