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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 | $66,229 | $110,410-40.0% | $102,437-35.3% | $145,897-54.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.58% | 24.85%-7.3pp | 24.95%-7.4pp | 552.29%-534.7pp |
| Employer contribution / active EE | $5,142 | $4,217+21.9% | $3,871+32.9% | $4,663+10.3% |
| Participant deferral / active EE | $5,819 | $5,622+3.5% | $5,060+15.0% | $6,689-13.0% |
| Admin fee / account holder | $19,908 | $9,745+104.3% | $8,388+137.3% | $13,390+48.7% |