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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 | $70,147 | $100,279-30.0% | $81,353-13.8% | $145,884-51.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.05% | 34.49%-23.4pp | 24.82%-13.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,364 | $2,979-20.6% | $2,464-4.1% | $4,662-49.3% |
| Participant deferral / active EE | $9,002 | $4,611+95.2% | $3,885+131.7% | $6,690+34.6% |
| Admin fee / account holder | $703 | $8,206-91.4% | $5,766-87.8% | $13,392-94.8% |