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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 | $78,261 | $90,509-13.5% | $78,693-0.5% | $273,968-71.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.81% | 75.61%-71.8pp | 62.18%-58.4pp | 41.45%-37.6pp |
| Employer contribution / active EE | $6,535 | $3,175+105.8% | $2,850+129.3% | $4,869+34.2% |
| Participant deferral / active EE | $6,605 | $3,901+69.3% | $3,517+87.8% | $5,287+24.9% |
| Admin fee / account holder | $18,270 | $5,264+247.1% | $4,511+305.0% | $10,132+80.3% |