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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 | $88,850 | $124,330-28.5% | $109,173-18.6% | $167,536-47.0% |
| Participation rate | 70.0% | 79.5%-9.5pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 10.60% | 26.04%-15.4pp | 25.75%-15.2pp | 478.82%-468.2pp |
| Employer contribution / active EE | $12,500 | $4,209+197.0% | $3,723+235.8% | $4,839+158.3% |
| Participant deferral / active EE | $8,692 | $5,256+65.4% | $4,654+86.8% | $6,342+37.0% |
| Admin fee / account holder | $3,526 | $7,974-55.8% | $6,755-47.8% | $12,315-71.4% |