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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 | $71,949 | $115,903-37.9% | $100,528-28.4% | $158,966-54.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.12% | 34.80%-18.7pp | 30.90%-14.8pp | 302.95%-286.8pp |
| Employer contribution / active EE | $10,568 | $4,105+157.4% | $3,419+209.1% | $4,762+121.9% |
| Participant deferral / active EE | $8,209 | $6,677+22.9% | $6,271+30.9% | $5,983+37.2% |
| Admin fee / account holder | $7,706 | $11,000-30.0% | $8,084-4.7% | $11,250-31.5% |