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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 | $91,286 | $106,247-14.1% | $96,515-5.4% | $139,466-34.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.74% | 38.47%-15.7pp | 35.73%-13.0pp | 373.66%-350.9pp |
| Employer contribution / active EE | $10,412 | $4,106+153.6% | $3,740+178.4% | $4,754+119.0% |
| Participant deferral / active EE | $6,971 | $5,456+27.8% | $4,880+42.9% | $6,712+3.9% |
| Admin fee / account holder | $832 | $7,885-89.4% | $6,735-87.6% | $11,409-92.7% |