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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 | $84,177 | $110,410-23.8% | $102,437-17.8% | $145,897-42.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.74% | 24.85%-11.1pp | 24.95%-11.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $3,829 | $4,217-9.2% | $3,871-1.1% | $4,663-17.9% |
| Participant deferral / active EE | $4,979 | $5,622-11.4% | $5,060-1.6% | $6,689-25.6% |
| Admin fee / account holder | $24,698 | $9,745+153.4% | $8,388+194.4% | $13,390+84.4% |