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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 | $80,805 | $127,298-36.5% | $109,916-26.5% | $167,553-51.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 24.28% | 22.97%+1.3pp | 29.46%-5.2pp | 478.89%-454.6pp |
| Employer contribution / active EE | $11,002 | $3,325+230.9% | $2,844+286.8% | $4,840+127.3% |
| Participant deferral / active EE | $7,752 | $4,513+71.8% | $4,047+91.5% | $6,343+22.2% |
| Admin fee / account holder | $311 | $7,119-95.6% | $6,069-94.9% | $12,316-97.5% |