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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 | $82,537 | $149,679-44.9% | $117,039-29.5% | $147,585-44.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.40% | 19.31%-4.9pp | 18.95%-4.5pp | 578.58%-564.2pp |
| Employer contribution / active EE | $8,238 | $4,937+66.9% | $3,785+117.7% | $4,876+68.9% |
| Participant deferral / active EE | $6,325 | $4,912+28.8% | $3,929+61.0% | $5,439+16.3% |
| Admin fee / account holder | $3,846 | $7,856-51.0% | $5,974-35.6% | $10,886-64.7% |