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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 | $95,380 | $124,351-23.3% | $109,188-12.6% | $167,553-43.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.00% | 26.04%-16.0pp | 25.76%-15.8pp | 478.89%-468.9pp |
| Employer contribution / active EE | $10,163 | $4,210+141.4% | $3,723+173.0% | $4,840+110.0% |
| Participant deferral / active EE | $4,463 | $5,257-15.1% | $4,654-4.1% | $6,343-29.6% |
| Admin fee / account holder | $1,784 | $7,975-77.6% | $6,755-73.6% | $12,316-85.5% |