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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 | $74,624 | $110,379-32.4% | $102,412-27.1% | $145,884-48.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 24.84%-11.6pp | 24.94%-11.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $15,020 | $4,216+256.2% | $3,870+288.1% | $4,662+222.2% |
| Participant deferral / active EE | $10,879 | $5,622+93.5% | $5,060+115.0% | $6,690+62.6% |
| Admin fee / account holder | $705 | $9,745-92.8% | $8,388-91.6% | $13,392-94.7% |