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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 | $84,648 | $110,379-23.3% | $102,412-17.3% | $145,884-42.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 24.84%-12.7pp | 24.94%-12.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $10,345 | $4,216+145.4% | $3,870+167.3% | $4,662+121.9% |
| Participant deferral / active EE | $8,202 | $5,622+45.9% | $5,060+62.1% | $6,690+22.6% |
| Admin fee / account holder | $41,204 | $9,745+322.8% | $8,388+391.3% | $13,392+207.7% |