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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 | $107,584 | $211,224-49.1% | $178,505-39.7% | $145,897-26.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.58% | 30.28%-16.7pp | 27.16%-13.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $30,023 | $4,577+556.0% | $3,955+659.1% | $4,663+543.9% |
| Participant deferral / active EE | $15,250 | $6,966+118.9% | $6,280+142.8% | $6,689+128.0% |
| Admin fee / account holder | $123,990 | $12,109+923.9% | $10,428+1089.0% | $13,390+826.0% |