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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 | $104,391 | $127,273-18.0% | $109,895-5.0% | $167,518-37.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 22.21% | 22.97%-0.8pp | 29.46%-7.3pp | 478.71%-456.5pp |
| Employer contribution / active EE | $2,625 | $3,324-21.0% | $2,843-7.7% | $4,838-45.8% |
| Participant deferral / active EE | $10,563 | $4,515+133.9% | $4,049+160.9% | $6,342+66.5% |
| Admin fee / account holder | $4,204 | $7,117-40.9% | $6,067-30.7% | $12,312-65.9% |