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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 | $75,385 | $212,777-64.6% | $173,703-56.6% | $198,609-62.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 11.00% | 18.82%-7.8pp | 17.46%-6.5pp | 202.70%-191.7pp |
| Employer contribution / active EE | $6,719 | $5,214+28.9% | $4,288+56.7% | $5,055+32.9% |
| Participant deferral / active EE | $3,976 | $5,697-30.2% | $4,854-18.1% | $6,977-43.0% |
| Admin fee / account holder | $3,014 | $19,536-84.6% | $15,562-80.6% | $19,030-84.2% |