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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 | $86,752 | $124,425-30.3% | $112,040-22.6% | $137,256-36.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.54% | 24.72%-14.2pp | 24.52%-14.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $4,438 | $3,411+30.1% | $2,954+50.3% | $4,156+6.8% |
| Participant deferral / active EE | $7,226 | $5,718+26.4% | $5,098+41.8% | $6,407+12.8% |
| Admin fee / account holder | $70,133 | $15,207+361.2% | $12,098+479.7% | $12,270+471.6% |