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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 | $81,050 | $211,288-61.6% | $178,540-54.6% | $145,884-44.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.31% | 30.27%-14.0pp | 27.15%-10.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,521 | $4,574-44.9% | $3,953-36.2% | $4,662-45.9% |
| Participant deferral / active EE | $7,372 | $6,967+5.8% | $6,281+17.4% | $6,690+10.2% |
| Admin fee / account holder | $4,161 | $12,105-65.6% | $10,424-60.1% | $13,392-68.9% |