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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 | $75,483 | $111,814-32.5% | $103,374-27.0% | $145,959-48.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.55% | 24.77%-13.2pp | 24.89%-13.3pp | 561.95%-550.4pp |
| Employer contribution / active EE | $5,696 | $4,214+35.2% | $3,869+47.2% | $4,661+22.2% |
| Participant deferral / active EE | $9,892 | $5,618+76.1% | $5,058+95.6% | $6,689+47.9% |
| Admin fee / account holder | $8,531 | $9,754-12.5% | $8,394+1.6% | $13,398-36.3% |