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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 | $66,893 | $110,337-39.4% | $102,383-34.7% | $145,877-54.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.87% | 24.83%-7.0pp | 24.94%-7.1pp | 551.28%-533.4pp |
| Employer contribution / active EE | $18,175 | $4,216+331.1% | $3,870+369.6% | $4,663+289.8% |
| Participant deferral / active EE | $4,773 | $5,621-15.1% | $5,060-5.7% | $6,691-28.7% |
| Admin fee / account holder | $1,703 | $9,750-82.5% | $8,391-79.7% | $13,402-87.3% |