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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 | $28,915 | $92,798-68.8% | $96,707-70.1% | $137,256-78.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 12.24% | 31.24%-19.0pp | 34.78%-22.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $5,105 | $4,147+23.1% | $4,191+21.8% | $4,156+22.8% |
| Participant deferral / active EE | $11,037 | $5,877+87.8% | $5,997+84.0% | $6,407+72.3% |
| Admin fee / account holder | $103,343 | $7,946+1200.6% | $7,503+1277.4% | $12,270+742.2% |