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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 | $76,125 | $110,337-31.0% | $102,383-25.6% | $145,877-47.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 24.83%-14.8pp | 24.94%-14.9pp | 551.28%-541.2pp |
| Employer contribution / active EE | $6,420 | $4,216+52.3% | $3,870+65.9% | $4,663+37.7% |
| Participant deferral / active EE | $6,933 | $5,621+23.3% | $5,060+37.0% | $6,691+3.6% |
| Admin fee / account holder | $71,092 | $9,750+629.2% | $8,391+747.2% | $13,402+430.5% |