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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 | $76,305 | $106,280-28.2% | $96,538-21.0% | $139,487-45.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.27% | 38.48%-22.2pp | 35.74%-19.5pp | 373.84%-357.6pp |
| Employer contribution / active EE | $4,182 | $4,107+1.8% | $3,740+11.8% | $4,755-12.0% |
| Participant deferral / active EE | $13,842 | $5,457+153.7% | $4,880+183.6% | $6,713+106.2% |
| Admin fee / account holder | $23,756 | $7,888+201.2% | $6,737+252.6% | $11,407+108.3% |