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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 | $80,456 | $110,337-27.1% | $102,383-21.4% | $145,877-44.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.76% | 24.83%-13.1pp | 24.94%-13.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $8,894 | $4,216+111.0% | $3,870+129.8% | $4,663+90.7% |
| Participant deferral / active EE | $12,665 | $5,621+125.3% | $5,060+150.3% | $6,691+89.3% |
| Admin fee / account holder | $672 | $9,750-93.1% | $8,391-92.0% | $13,402-95.0% |