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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 | $85,650 | $110,379-22.4% | $102,412-16.4% | $145,884-41.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.09% | 24.84%-13.7pp | 24.94%-13.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,963 | $4,216-29.7% | $3,870-23.4% | $4,662-36.4% |
| Participant deferral / active EE | $22,446 | $5,622+299.3% | $5,060+343.6% | $6,690+235.5% |
| Admin fee / account holder | $90,526 | $9,745+829.0% | $8,388+979.3% | $13,392+576.0% |