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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 | $75,881 | $176,794-57.1% | $146,647-48.3% | $167,553-54.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.03% | 24.04%-5.0pp | 22.75%-3.7pp | 478.89%-459.9pp |
| Employer contribution / active EE | $13,530 | $5,161+162.1% | $4,137+227.0% | $4,840+179.6% |
| Participant deferral / active EE | $3,576 | $6,440-44.5% | $5,506-35.0% | $6,343-43.6% |
| Admin fee / account holder | $2,118 | $13,262-84.0% | $10,281-79.4% | $12,316-82.8% |