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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 | $85,449 | $97,078-12.0% | $103,065-17.1% | $145,897-41.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 12.87% | 25.49%-12.6pp | 23.95%-11.1pp | 552.29%-539.4pp |
| Employer contribution / active EE | $4,921 | $4,680+5.1% | $4,675+5.3% | $4,663+5.5% |
| Participant deferral / active EE | $11,199 | $6,601+69.7% | $6,625+69.0% | $6,689+67.4% |
| Admin fee / account holder | $18,389 | $12,505+47.1% | $9,349+96.7% | $13,390+37.3% |