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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 | $89,943 | $111,814-19.6% | $103,374-13.0% | $145,959-38.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.00% | 24.77%-13.8pp | 24.89%-13.9pp | 561.95%-550.9pp |
| Employer contribution / active EE | $5,782 | $4,214+37.2% | $3,869+49.4% | $4,661+24.1% |
| Participant deferral / active EE | $8,188 | $5,618+45.7% | $5,058+61.9% | $6,689+22.4% |
| Admin fee / account holder | $1,649 | $9,754-83.1% | $8,394-80.4% | $13,398-87.7% |