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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 | $101,901 | $110,337-7.6% | $102,383-0.5% | $145,877-30.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.85% | 24.83%-7.0pp | 24.94%-7.1pp | 551.28%-533.4pp |
| Employer contribution / active EE | $12,747 | $4,216+202.4% | $3,870+229.4% | $4,663+173.4% |
| Participant deferral / active EE | $2,094 | $5,621-62.7% | $5,060-58.6% | $6,691-68.7% |
| Admin fee / account holder | $1,145 | $9,750-88.3% | $8,391-86.4% | $13,402-91.5% |