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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 | $99,430 | $110,379-9.9% | $102,412-2.9% | $145,884-31.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.26% | 24.84%-9.6pp | 24.94%-9.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $7,393 | $4,216+75.4% | $3,870+91.0% | $4,662+58.6% |
| Participant deferral / active EE | $4,773 | $5,622-15.1% | $5,060-5.7% | $6,690-28.6% |
| Admin fee / account holder | $1,748 | $9,745-82.1% | $8,388-79.2% | $13,392-86.9% |