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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 | $70,259 | $115,810-39.3% | $101,271-30.6% | $158,966-55.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.48% | 56.15%-36.7pp | 46.48%-27.0pp | 302.95%-283.5pp |
| Employer contribution / active EE | $5,256 | $4,175+25.9% | $3,660+43.6% | $4,762+10.4% |
| Participant deferral / active EE | $8,478 | $4,958+71.0% | $4,371+94.0% | $5,983+41.7% |
| Admin fee / account holder | $774 | $7,248-89.3% | $5,948-87.0% | $11,250-93.1% |