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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 | $87,799 | $111,814-21.5% | $103,378-15.1% | $145,978-39.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.51% | 24.80%-14.3pp | 24.91%-14.4pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,219 | $4,215-71.1% | $3,870-68.5% | $4,662-73.9% |
| Participant deferral / active EE | $12,167 | $5,618+116.6% | $5,058+140.6% | $6,690+81.9% |
| Admin fee / account holder | $31,112 | $9,764+218.6% | $8,401+270.3% | $13,400+132.2% |