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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 | $88,662 | $110,337-19.6% | $102,383-13.4% | $145,877-39.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.87% | 24.83%-11.0pp | 24.94%-11.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $15,450 | $4,216+266.5% | $3,870+299.2% | $4,663+231.3% |
| Participant deferral / active EE | $10,186 | $5,621+81.2% | $5,060+101.3% | $6,691+52.3% |
| Admin fee / account holder | $998 | $9,750-89.8% | $8,391-88.1% | $13,402-92.6% |