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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 | $100,654 | $111,814-10.0% | $103,374-2.6% | $145,959-31.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.63% | 24.77%-13.1pp | 24.89%-13.3pp | 561.95%-550.3pp |
| Employer contribution / active EE | $20,886 | $4,214+395.7% | $3,869+439.8% | $4,661+348.1% |
| Participant deferral / active EE | $17,424 | $5,618+210.1% | $5,058+244.5% | $6,689+160.5% |
| Admin fee / account holder | $34,727 | $9,754+256.0% | $8,394+313.7% | $13,398+159.2% |