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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 | $68,462 | $110,337-38.0% | $102,383-33.1% | $145,877-53.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 24.83%-10.3pp | 24.94%-10.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $4,095 | $4,216-2.9% | $3,870+5.8% | $4,663-12.2% |
| Participant deferral / active EE | $12,806 | $5,621+127.8% | $5,060+153.1% | $6,691+91.4% |
| Admin fee / account holder | $17,239 | $9,750+76.8% | $8,391+105.4% | $13,402+28.6% |