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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 | $79,956 | $110,278-27.5% | $95,740-16.5% | $139,466-42.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.62% | 27.19%-4.6pp | 28.41%-5.8pp | 373.66%-351.0pp |
| Employer contribution / active EE | $10,004 | $3,260+206.8% | $2,836+252.7% | $4,754+110.4% |
| Participant deferral / active EE | $4,534 | $4,674-3.0% | $4,244+6.8% | $6,712-32.5% |
| Admin fee / account holder | $816 | $6,613-87.7% | $5,676-85.6% | $11,409-92.8% |