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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 | $95,105 | $110,379-13.8% | $102,412-7.1% | $145,884-34.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.77% | 24.84%-8.1pp | 24.94%-8.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $20,410 | $4,216+384.1% | $3,870+427.4% | $4,662+337.8% |
| Participant deferral / active EE | $12,703 | $5,622+126.0% | $5,060+151.0% | $6,690+89.9% |
| Admin fee / account holder | $2,680 | $9,745-72.5% | $8,388-68.1% | $13,392-80.0% |