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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 | $92,889 | $111,814-16.9% | $103,374-10.1% | $145,959-36.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.29% | 24.77%-13.5pp | 24.89%-13.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $11,091 | $4,214+163.2% | $3,869+186.6% | $4,661+138.0% |
| Participant deferral / active EE | $15,088 | $5,618+168.5% | $5,058+198.3% | $6,689+125.6% |
| Admin fee / account holder | $507 | $9,754-94.8% | $8,394-94.0% | $13,398-96.2% |