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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 | $79,120 | $105,210-24.8% | $159,487-50.4% | $85,851-7.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.07% | 45.08%-30.0pp | 263.71%-248.6pp | 318.63%-303.6pp |
| Employer contribution / active EE | $3,283 | $3,319-1.1% | $4,831-32.0% | $2,565+28.0% |
| Participant deferral / active EE | $6,597 | $5,946+10.9% | $7,354-10.3% | $3,952+66.9% |
| Admin fee / account holder | $7,646 | $6,934+10.3% | $10,804-29.2% | $6,261+22.1% |