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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 | $69,745 | $110,337-36.8% | $102,383-31.9% | $145,877-52.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.27% | 24.83%-8.6pp | 24.94%-8.7pp | 551.28%-535.0pp |
| Employer contribution / active EE | $11,727 | $4,216+178.2% | $3,870+203.0% | $4,663+151.5% |
| Participant deferral / active EE | $5,020 | $5,621-10.7% | $5,060-0.8% | $6,691-25.0% |
| Admin fee / account holder | $2,728 | $9,750-72.0% | $8,391-67.5% | $13,402-79.6% |