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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 | $121,957 | $211,224-42.3% | $178,505-31.7% | $145,897-16.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.91% | 30.28%-17.4pp | 27.16%-14.2pp | 552.29%-539.4pp |
| Employer contribution / active EE | $12,110 | $4,577+164.6% | $3,955+206.2% | $4,663+159.7% |
| Participant deferral / active EE | $10,817 | $6,966+55.3% | $6,280+72.2% | $6,689+61.7% |
| Admin fee / account holder | $1,100 | $12,109-90.9% | $10,428-89.5% | $13,390-91.8% |