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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 | $78,987 | $110,337-28.4% | $102,383-22.9% | $145,877-45.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.34% | 24.83%-9.5pp | 24.94%-9.6pp | 551.28%-535.9pp |
| Employer contribution / active EE | $4,412 | $4,216+4.7% | $3,870+14.0% | $4,663-5.4% |
| Participant deferral / active EE | $11,461 | $5,621+103.9% | $5,060+126.5% | $6,691+71.3% |
| Admin fee / account holder | $2,211 | $9,750-77.3% | $8,391-73.7% | $13,402-83.5% |