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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 | $85,255 | $110,307-22.7% | $96,576-11.7% | $139,456-38.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.49% | 26.40%-13.9pp | 25.87%-13.4pp | 373.45%-361.0pp |
| Employer contribution / active EE | $5,226 | $3,619+44.4% | $2,965+76.3% | $4,753+10.0% |
| Participant deferral / active EE | $2,557 | $5,547-53.9% | $4,851-47.3% | $6,711-61.9% |
| Admin fee / account holder | $12,161 | $11,597+4.9% | $8,253+47.4% | $11,407+6.6% |