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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 | $69,701 | $105,929-34.2% | $81,716-14.7% | $158,966-56.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 11.72% | 38.19%-26.5pp | 29.49%-17.8pp | 302.95%-291.2pp |
| Employer contribution / active EE | $6,153 | $7,802-21.1% | $4,310+42.7% | $4,762+29.2% |
| Participant deferral / active EE | $11,390 | $13,007-12.4% | $7,108+60.2% | $5,983+90.4% |
| Admin fee / account holder | $34,374 | $8,492+304.8% | $5,159+566.2% | $11,250+205.5% |