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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 | $65,196 | $93,346-30.2% | $71,796-9.2% | $273,972-76.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.15% | 130.39%-122.2pp | 78.04%-69.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $5,840 | $2,733+113.7% | $1,924+203.5% | $4,869+20.0% |
| Participant deferral / active EE | $4,517 | $3,475+30.0% | $2,794+61.7% | $5,287-14.6% |
| Admin fee / account holder | $970 | $6,571-85.2% | $4,815-79.9% | $10,133-90.4% |