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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 | $87,205 | $110,410-21.0% | $102,437-14.9% | $145,897-40.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.98% | 24.85%-9.9pp | 24.95%-10.0pp | 552.29%-537.3pp |
| Employer contribution / active EE | $5,613 | $4,217+33.1% | $3,871+45.0% | $4,663+20.4% |
| Participant deferral / active EE | $9,506 | $5,622+69.1% | $5,060+87.9% | $6,689+42.1% |
| Admin fee / account holder | $2,340 | $9,745-76.0% | $8,388-72.1% | $13,390-82.5% |