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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 | $79,250 | $110,379-28.2% | $102,412-22.6% | $145,884-45.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.43% | 24.84%-10.4pp | 24.94%-10.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $4,299 | $4,216+2.0% | $3,870+11.1% | $4,662-7.8% |
| Participant deferral / active EE | $10,436 | $5,622+85.6% | $5,060+106.2% | $6,690+56.0% |
| Admin fee / account holder | $44,801 | $9,745+359.7% | $8,388+434.1% | $13,392+234.5% |