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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 | $94,931 | $110,337-14.0% | $102,383-7.3% | $145,877-34.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.99% | 24.83%-12.8pp | 24.94%-12.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $7,019 | $4,216+66.5% | $3,870+81.3% | $4,663+50.5% |
| Participant deferral / active EE | $3,342 | $5,621-40.5% | $5,060-34.0% | $6,691-50.1% |
| Admin fee / account holder | $4,727 | $9,750-51.5% | $8,391-43.7% | $13,402-64.7% |