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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 | $70,790 | $123,155-42.5% | $108,753-34.9% | $155,188-54.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.60% | 44.73%-25.1pp | 37.47%-17.9pp | 148.84%-129.2pp |
| Employer contribution / active EE | $8,072 | $2,811+187.1% | $2,427+232.7% | $4,248+90.0% |
| Participant deferral / active EE | $6,990 | $4,623+51.2% | $4,115+69.9% | $6,531+7.0% |
| Admin fee / account holder | $4,775 | $12,126-60.6% | $10,320-53.7% | $14,480-67.0% |