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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 | $85,879 | $110,410-22.2% | $102,437-16.2% | $145,897-41.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.73% | 24.85%-11.1pp | 24.95%-11.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $13,066 | $4,217+209.8% | $3,871+237.6% | $4,663+180.2% |
| Participant deferral / active EE | $10,077 | $5,622+79.3% | $5,060+99.1% | $6,689+50.6% |
| Admin fee / account holder | $1,160 | $9,745-88.1% | $8,388-86.2% | $13,390-91.3% |