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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 | $109,478 | $114,237-4.2% | $119,258-8.2% | $167,536-34.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 12.75% | 29.87%-17.1pp | 30.69%-17.9pp | 478.82%-466.1pp |
| Employer contribution / active EE | $9,809 | $4,481+118.9% | $4,384+123.7% | $4,839+102.7% |
| Participant deferral / active EE | $3,460 | $6,084-43.1% | $6,111-43.4% | $6,342-45.4% |
| Admin fee / account holder | $6,712 | $8,932-24.9% | $7,226-7.1% | $12,315-45.5% |