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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 | $59,466 | $111,814-46.8% | $103,378-42.5% | $145,978-59.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.41% | 24.80%-11.4pp | 24.91%-11.5pp | 550.52%-537.1pp |
| Employer contribution / active EE | $18,370 | $4,215+335.8% | $3,870+374.6% | $4,662+294.0% |
| Participant deferral / active EE | $7,022 | $5,618+25.0% | $5,058+38.8% | $6,690+5.0% |
| Admin fee / account holder | $8,218 | $9,764-15.8% | $8,401-2.2% | $13,400-38.7% |