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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 | $94,281 | $110,337-14.6% | $102,383-7.9% | $145,877-35.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.30% | 24.83%-6.5pp | 24.94%-6.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $7,936 | $4,216+88.2% | $3,870+105.1% | $4,663+70.2% |
| Participant deferral / active EE | $7,349 | $5,621+30.8% | $5,060+45.2% | $6,691+9.8% |
| Admin fee / account holder | $1,489 | $9,750-84.7% | $8,391-82.3% | $13,402-88.9% |