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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 | $79,146 | $228,395-65.3% | $185,861-57.4% | $158,982-50.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.89% | 40.82%-26.9pp | 35.96%-22.1pp | 302.99%-289.1pp |
| Employer contribution / active EE | $6,677 | $4,968+34.4% | $4,088+63.3% | $4,763+40.2% |
| Participant deferral / active EE | $5,222 | $6,417-18.6% | $5,634-7.3% | $5,983-12.7% |
| Admin fee / account holder | $5,011 | $11,869-57.8% | $9,503-47.3% | $11,252-55.5% |