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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 | $69,573 | $87,733-20.7% | $106,554-34.7% | $85,851-19.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.01% | 21.86%-9.8pp | 26.80%-14.8pp | 318.63%-306.6pp |
| Employer contribution / active EE | $9,369 | $2,073+352.0% | $2,819+232.3% | $2,565+265.2% |
| Participant deferral / active EE | $4,700 | $3,469+35.5% | $4,398+6.9% | $3,952+18.9% |
| Admin fee / account holder | $13,097 | $6,767+93.5% | $7,408+76.8% | $6,261+109.2% |