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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 | $81,029 | $101,063-19.8% | $81,473-0.5% | $147,586-45.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 9.17% | 32.41%-23.2pp | 38.78%-29.6pp | 578.59%-569.4pp |
| Employer contribution / active EE | $2,991 | $3,206-6.7% | $2,568+16.5% | $4,876-38.7% |
| Participant deferral / active EE | $7,982 | $4,242+88.1% | $3,537+125.7% | $5,439+46.8% |
| Admin fee / account holder | $7,837 | $5,812+34.8% | $4,561+71.8% | $10,886-28.0% |