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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 | $71,457 | $110,410-35.3% | $102,437-30.2% | $145,897-51.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.60% | 24.85%-9.3pp | 24.95%-9.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $3,834 | $4,217-9.1% | $3,871-0.9% | $4,663-17.8% |
| Participant deferral / active EE | $9,094 | $5,622+61.8% | $5,060+79.7% | $6,689+36.0% |
| Admin fee / account holder | $10,381 | $9,745+6.5% | $8,388+23.8% | $13,390-22.5% |