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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 | $73,096 | $132,634-44.9% | $115,768-36.9% | $137,256-46.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 21.81% | 160.70%-138.9pp | 100.46%-78.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $8,191 | $3,360+143.8% | $2,940+178.6% | $4,156+97.1% |
| Participant deferral / active EE | $14,035 | $5,619+149.8% | $4,917+185.5% | $6,407+119.1% |
| Admin fee / account holder | $1,843 | $15,028-87.7% | $12,439-85.2% | $12,270-85.0% |