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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 | $71,639 | $97,751-26.7% | $103,447-30.7% | $145,877-50.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 25.43%-10.2pp | 23.92%-8.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $12,497 | $4,684+166.8% | $4,678+167.2% | $4,663+168.0% |
| Participant deferral / active EE | $8,699 | $6,603+31.7% | $6,624+31.3% | $6,691+30.0% |
| Admin fee / account holder | $13,282 | $12,515+6.1% | $9,415+41.1% | $13,402-0.9% |