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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 | $64,971 | $110,337-41.1% | $102,383-36.5% | $145,877-55.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.67% | 24.83%-14.2pp | 24.94%-14.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $13,437 | $4,216+218.7% | $3,870+247.2% | $4,663+188.2% |
| Participant deferral / active EE | $11,780 | $5,621+109.6% | $5,060+132.8% | $6,691+76.1% |
| Admin fee / account holder | $3,390 | $9,750-65.2% | $8,391-59.6% | $13,402-74.7% |