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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 | $69,861 | $110,379-36.7% | $102,412-31.8% | $145,884-52.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.69% | 24.84%-12.2pp | 24.94%-12.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $19,576 | $4,216+364.3% | $3,870+405.8% | $4,662+319.9% |
| Participant deferral / active EE | $10,512 | $5,622+87.0% | $5,060+107.7% | $6,690+57.1% |
| Admin fee / account holder | $3,097 | $9,745-68.2% | $8,388-63.1% | $13,392-76.9% |