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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 | $76,060 | $111,814-32.0% | $103,374-26.4% | $145,959-47.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 24.77%-10.2pp | 24.89%-10.4pp | 561.95%-547.4pp |
| Employer contribution / active EE | $3,995 | $4,214-5.2% | $3,869+3.2% | $4,661-14.3% |
| Participant deferral / active EE | $11,732 | $5,618+108.8% | $5,058+132.0% | $6,689+75.4% |
| Admin fee / account holder | $26,659 | $9,754+173.3% | $8,394+217.6% | $13,398+99.0% |