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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 | $65,811 | $105,929-37.9% | $81,926-19.7% | $158,950-58.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 9.89% | 38.19%-28.3pp | 29.49%-19.6pp | 302.91%-293.0pp |
| Employer contribution / active EE | $3,418 | $7,802-56.2% | $4,310-20.7% | $4,762-28.2% |
| Participant deferral / active EE | $7,745 | $13,007-40.5% | $7,108+9.0% | $5,983+29.4% |
| Admin fee / account holder | $23,011 | $8,492+171.0% | $5,159+346.1% | $11,248+104.6% |