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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 | $104,287 | $176,838-41.0% | $146,685-28.9% | $167,518-37.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.87% | 24.04%-14.2pp | 22.75%-12.9pp | 478.71%-468.8pp |
| Employer contribution / active EE | $2,732 | $5,161-47.1% | $4,137-34.0% | $4,838-43.5% |
| Participant deferral / active EE | $20,318 | $6,441+215.5% | $5,507+269.0% | $6,342+220.4% |
| Admin fee / account holder | $4,523 | $13,262-65.9% | $10,281-56.0% | $12,312-63.3% |