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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 | $76,583 | $90,509-15.4% | $78,693-2.7% | $273,968-72.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.88% | 75.61%-71.7pp | 62.18%-58.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $9,475 | $3,175+198.4% | $2,850+232.4% | $4,869+94.6% |
| Participant deferral / active EE | $6,254 | $3,901+60.3% | $3,517+77.8% | $5,287+18.3% |
| Admin fee / account holder | $1,917 | $5,264-63.6% | $4,511-57.5% | $10,132-81.1% |