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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 | $96,926 | $110,337-12.2% | $102,383-5.3% | $145,877-33.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.63% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,830 | $4,216-32.9% | $3,870-26.9% | $4,663-39.3% |
| Participant deferral / active EE | $9,434 | $5,621+67.8% | $5,060+86.5% | $6,691+41.0% |
| Admin fee / account holder | $7,836 | $9,750-19.6% | $8,391-6.6% | $13,402-41.5% |