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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 | $103,134 | $124,330-17.0% | $109,173-5.5% | $167,536-38.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.34% | 26.04%-12.7pp | 25.75%-12.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $6,983 | $4,209+65.9% | $3,723+87.6% | $4,839+44.3% |
| Participant deferral / active EE | $13,855 | $5,256+163.6% | $4,654+197.7% | $6,342+118.5% |
| Admin fee / account holder | $64,298 | $7,974+706.3% | $6,755+851.9% | $12,315+422.1% |