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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 | $100,147-30.0% | $81,286-13.7% | $145,877-51.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.05% | 34.44%-23.4pp | 24.80%-13.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,364 | $2,977-20.6% | $2,463-4.0% | $4,663-49.3% |
| Participant deferral / active EE | $9,002 | $4,607+95.4% | $3,883+131.8% | $6,691+34.5% |
| Admin fee / account holder | $703 | $8,201-91.4% | $5,764-87.8% | $13,402-94.8% |