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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 | $87,961 | $124,330-29.3% | $109,173-19.4% | $167,536-47.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.98% | 26.04%-11.1pp | 25.75%-10.8pp | 478.82%-463.8pp |
| Employer contribution / active EE | $10,243 | $4,209+143.3% | $3,723+175.1% | $4,839+111.7% |
| Participant deferral / active EE | $10,718 | $5,256+103.9% | $4,654+130.3% | $6,342+69.0% |
| Admin fee / account holder | $5,548 | $7,974-30.4% | $6,755-17.9% | $12,315-55.0% |