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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 | $78,901 | $106,280-25.8% | $96,538-18.3% | $139,487-43.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.88% | 38.48%-25.6pp | 35.74%-22.9pp | 373.84%-361.0pp |
| Employer contribution / active EE | $12,881 | $4,107+213.6% | $3,740+244.4% | $4,755+170.9% |
| Participant deferral / active EE | $17,097 | $5,457+213.3% | $4,880+250.3% | $6,713+154.7% |
| Admin fee / account holder | $1,014 | $7,888-87.1% | $6,737-84.9% | $11,407-91.1% |