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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 | $89,113 | $110,337-19.2% | $102,383-13.0% | $145,877-38.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.38% | 24.83%-15.5pp | 24.94%-15.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $5,987 | $4,216+42.0% | $3,870+54.7% | $4,663+28.4% |
| Participant deferral / active EE | $6,594 | $5,621+17.3% | $5,060+30.3% | $6,691-1.4% |
| Admin fee / account holder | $13,693 | $9,750+40.4% | $8,391+63.2% | $13,402+2.2% |