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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 | $66,530 | $104,251-36.2% | $91,004-26.9% | $147,585-54.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.76% | 27.06%-16.3pp | 4.60%+6.2pp | 578.58%-567.8pp |
| Employer contribution / active EE | $9,585 | $3,116+207.6% | $2,456+290.3% | $4,876+96.6% |
| Participant deferral / active EE | $5,236 | $4,195+24.8% | $3,548+47.6% | $5,439-3.7% |
| Admin fee / account holder | $41,994 | $8,948+369.3% | $5,417+675.2% | $10,886+285.8% |