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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 | $92,371 | $117,433-21.3% | $99,475-7.1% | $152,897-39.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 22.03% | 31.87%-9.8pp | 30.72%-8.7pp | 345.43%-323.4pp |
| Employer contribution / active EE | $6,757 | $3,013+124.2% | $2,540+166.0% | $4,764+41.8% |
| Participant deferral / active EE | $5,975 | $4,086+46.2% | $3,619+65.1% | $5,851+2.1% |
| Admin fee / account holder | $4,188 | $7,634-45.1% | $6,252-33.0% | $11,599-63.9% |