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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 | $110,379-22.2% | $102,412-16.1% | $145,884-41.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.73% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $13,066 | $4,216+209.9% | $3,870+237.6% | $4,662+180.2% |
| Participant deferral / active EE | $10,077 | $5,622+79.2% | $5,060+99.1% | $6,690+50.6% |
| Admin fee / account holder | $1,160 | $9,745-88.1% | $8,388-86.2% | $13,392-91.3% |