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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 | $84,363 | $127,298-33.7% | $109,916-23.2% | $167,553-49.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.04% | 22.97%-9.9pp | 29.46%-16.4pp | 478.89%-465.8pp |
| Employer contribution / active EE | $3,213 | $3,325-3.4% | $2,844+13.0% | $4,840-33.6% |
| Participant deferral / active EE | $11,806 | $4,513+161.6% | $4,047+191.7% | $6,343+86.1% |
| Admin fee / account holder | $49,862 | $7,119+600.4% | $6,069+721.6% | $12,316+304.8% |