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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 | $74,742 | $124,330-39.9% | $109,173-31.5% | $167,536-55.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.14% | 26.04%-11.9pp | 25.75%-11.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $6,453 | $4,209+53.3% | $3,723+73.3% | $4,839+33.4% |
| Participant deferral / active EE | $8,550 | $5,256+62.6% | $4,654+83.7% | $6,342+34.8% |
| Admin fee / account holder | $23,920 | $7,974+200.0% | $6,755+254.1% | $12,315+94.2% |