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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 | $84,948 | $110,337-23.0% | $102,383-17.0% | $145,877-41.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.89% | 24.83%-11.9pp | 24.94%-12.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $7,521 | $4,216+78.4% | $3,870+94.3% | $4,663+61.3% |
| Participant deferral / active EE | $7,434 | $5,621+32.3% | $5,060+46.9% | $6,691+11.1% |
| Admin fee / account holder | $45,700 | $9,750+368.7% | $8,391+444.6% | $13,402+241.0% |