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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 | $123,550 | $211,224-41.5% | $178,505-30.8% | $145,897-15.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.89% | 30.28%-11.4pp | 27.16%-8.3pp | 552.29%-533.4pp |
| Employer contribution / active EE | $6,800 | $4,577+48.6% | $3,955+71.9% | $4,663+45.8% |
| Participant deferral / active EE | $3,581 | $6,966-48.6% | $6,280-43.0% | $6,689-46.5% |
| Admin fee / account holder | $3,026 | $12,109-75.0% | $10,428-71.0% | $13,390-77.4% |