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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 | $97,924 | $126,661-22.7% | $113,397-13.6% | $138,895-29.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.69% | 25.05%-12.4pp | 23.20%-10.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $20,000 | $3,456+478.7% | $2,977+571.8% | $4,194+376.8% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $16,088 | $14,549+10.6% | $11,957+34.6% | $12,562+28.1% |