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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 | $74,411 | $109,372-32.0% | $89,414-16.8% | $158,966-53.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.69% | 345.55%-324.9pp | 245.50%-224.8pp | 302.95%-282.3pp |
| Employer contribution / active EE | $7,844 | $3,171+147.3% | $2,586+203.3% | $4,762+64.7% |
| Participant deferral / active EE | $6,794 | $4,598+47.7% | $3,890+74.7% | $5,983+13.6% |
| Admin fee / account holder | $788 | $6,156-87.2% | $4,883-83.9% | $11,250-93.0% |