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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 | $62,088 | $105,856-41.3% | $90,161-31.1% | $147,585-57.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.39% | 37.63%-27.2pp | 34.89%-24.5pp | 578.58%-568.2pp |
| Employer contribution / active EE | $5,233 | $4,126+26.8% | $3,318+57.7% | $4,876+7.3% |
| Participant deferral / active EE | $7,331 | $5,733+27.9% | $5,287+38.7% | $5,439+34.8% |
| Admin fee / account holder | $1,961 | $8,046-75.6% | $5,943-67.0% | $10,886-82.0% |