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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 | $75,701 | $111,814-32.3% | $103,374-26.8% | $145,959-48.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.83% | 24.77%-5.9pp | 24.89%-6.1pp | 561.95%-543.1pp |
| Employer contribution / active EE | $3,244 | $4,214-23.0% | $3,869-16.2% | $4,661-30.4% |
| Participant deferral / active EE | $6,270 | $5,618+11.6% | $5,058+24.0% | $6,689-6.3% |
| Admin fee / account holder | $772 | $9,754-92.1% | $8,394-90.8% | $13,398-94.2% |