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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 | $70,978 | $86,298-17.8% | $111,308-36.2% | $85,847-17.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.31% | 19.99%-3.7pp | 54.67%-38.4pp | 318.61%-302.3pp |
| Employer contribution / active EE | $20,330 | $2,044+894.8% | $2,732+644.2% | $2,565+692.5% |
| Participant deferral / active EE | $6,057 | $3,641+66.4% | $4,487+35.0% | $3,952+53.3% |
| Admin fee / account holder | $4,305 | $8,189-47.4% | $7,965-45.9% | $6,261-31.2% |