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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 | $82,502 | $106,280-22.4% | $96,538-14.5% | $139,487-40.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.26% | 38.48%-20.2pp | 35.74%-17.5pp | 373.84%-355.6pp |
| Employer contribution / active EE | $8,134 | $4,107+98.0% | $3,740+117.5% | $4,755+71.1% |
| Participant deferral / active EE | $10,726 | $5,457+96.6% | $4,880+119.8% | $6,713+59.8% |
| Admin fee / account holder | $1,250 | $7,888-84.2% | $6,737-81.4% | $11,407-89.0% |