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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 | $76,231 | $147,594-48.4% | $121,871-37.4% | $198,609-61.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 11.67% | 12.94%-1.3pp | 13.57%-1.9pp | 202.70%-191.0pp |
| Employer contribution / active EE | $7,116 | $3,007+136.7% | $2,731+160.5% | $5,055+40.8% |
| Participant deferral / active EE | $5,524 | $5,168+6.9% | $4,318+27.9% | $6,977-20.8% |
| Admin fee / account holder | $1,719 | $15,134-88.6% | $11,551-85.1% | $19,030-91.0% |