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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 | $75,165 | $102,245-26.5% | $89,340-15.9% | $137,256-45.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.95% | 21.89%-8.9pp | 20.57%-7.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $10,000 | $2,529+295.4% | $2,231+348.2% | $4,156+140.6% |
| Participant deferral / active EE | $8,833 | $4,436+99.1% | $3,823+131.0% | $6,407+37.9% |
| Admin fee / account holder | $123,922 | $8,085+1432.7% | $6,704+1748.6% | $12,270+909.9% |