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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 | $69,193 | $110,337-37.3% | $102,383-32.4% | $145,877-52.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.24% | 24.83%-13.6pp | 24.94%-13.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,534 | $4,216-39.9% | $3,870-34.5% | $4,663-45.7% |
| Participant deferral / active EE | $4,982 | $5,621-11.4% | $5,060-1.5% | $6,691-25.5% |
| Admin fee / account holder | $2,659 | $9,750-72.7% | $8,391-68.3% | $13,402-80.2% |