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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 | $78,012 | $78,423-0.5% | $95,964-18.7% | $79,856-2.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.91% | 19.37%-4.5pp | 91.64%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $5,350 | $1,945+175.0% | $2,541+110.5% | $2,471+116.5% |
| Participant deferral / active EE | $5,779 | $3,440+68.0% | $4,167+38.7% | $3,741+54.5% |
| Admin fee / account holder | $5,840 | $5,622+3.9% | $6,797-14.1% | $5,306+10.1% |