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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 | $101,166 | $212,777-52.5% | $173,703-41.8% | $198,609-49.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 9.99% | 18.82%-8.8pp | 17.46%-7.5pp | 202.70%-192.7pp |
| Employer contribution / active EE | $7,458 | $5,214+43.0% | $4,288+73.9% | $5,055+47.5% |
| Participant deferral / active EE | $2,861 | $5,697-49.8% | $4,854-41.1% | $6,977-59.0% |
| Admin fee / account holder | $4,061 | $19,536-79.2% | $15,562-73.9% | $19,030-78.7% |