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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 | $77,266 | $116,203-33.5% | $93,621-17.5% | $152,897-49.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 14.37% | 35.96%-21.6pp | 32.76%-18.4pp | 345.43%-331.1pp |
| Employer contribution / active EE | $1,867 | $3,219-42.0% | $2,719-31.3% | $4,764-60.8% |
| Participant deferral / active EE | $4,070 | $4,605-11.6% | $4,0700% | $5,851-30.4% |
| Admin fee / account holder | $1,459 | $10,751-86.4% | $7,890-81.5% | $11,599-87.4% |