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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 | $110,379-18.5% | $102,412-12.2% | $145,884-38.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.00% | 24.84%-13.8pp | 24.94%-13.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $5,782 | $4,216+37.1% | $3,870+49.4% | $4,662+24.0% |
| Participant deferral / active EE | $8,188 | $5,622+45.6% | $5,060+61.8% | $6,690+22.4% |
| Admin fee / account holder | $1,649 | $9,745-83.1% | $8,388-80.3% | $13,392-87.7% |