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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 | $89,024 | $106,267-16.2% | $96,520-7.8% | $139,456-36.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.83% | 38.45%-22.6pp | 35.72%-19.9pp | 373.45%-357.6pp |
| Employer contribution / active EE | $5,953 | $4,105+45.0% | $3,739+59.2% | $4,753+25.3% |
| Participant deferral / active EE | $5,850 | $5,454+7.3% | $4,879+19.9% | $6,711-12.8% |
| Admin fee / account holder | $5,031 | $7,882-36.2% | $6,733-25.3% | $11,407-55.9% |