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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 | $105,509 | $149,778-29.6% | $118,946-11.3% | $158,966-33.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.50% | 19.95%-10.5pp | 35.89%-26.4pp | 302.95%-293.5pp |
| Employer contribution / active EE | $5,054 | $4,117+22.8% | $3,263+54.9% | $4,762+6.1% |
| Participant deferral / active EE | $10,804 | $5,225+106.8% | $4,266+153.3% | $5,983+80.6% |
| Admin fee / account holder | $43,682 | $8,604+407.7% | $6,581+563.8% | $11,250+288.3% |