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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 | $71,893 | $110,379-34.9% | $102,412-29.8% | $145,884-50.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.41% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $8,505 | $4,216+101.7% | $3,870+119.8% | $4,662+82.4% |
| Participant deferral / active EE | $8,535 | $5,622+51.8% | $5,060+68.7% | $6,690+27.6% |
| Admin fee / account holder | $9,790 | $9,745+0.5% | $8,388+16.7% | $13,392-26.9% |