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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 | $90,845 | $124,351-26.9% | $109,188-16.8% | $167,553-45.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.59% | 26.04%-11.5pp | 25.76%-11.2pp | 478.89%-464.3pp |
| Employer contribution / active EE | $5,026 | $4,210+19.4% | $3,723+35.0% | $4,840+3.8% |
| Participant deferral / active EE | $8,850 | $5,257+68.4% | $4,654+90.2% | $6,343+39.5% |
| Admin fee / account holder | $22,018 | $7,975+176.1% | $6,755+225.9% | $12,316+78.8% |