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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 | $97,632 | $124,351-21.5% | $109,188-10.6% | $167,553-41.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.61% | 26.04%-15.4pp | 25.76%-15.1pp | 478.89%-468.3pp |
| Employer contribution / active EE | $2,465 | $4,210-41.5% | $3,723-33.8% | $4,840-49.1% |
| Participant deferral / active EE | $3,208 | $5,257-39.0% | $4,654-31.1% | $6,343-49.4% |
| Admin fee / account holder | $1,426 | $7,975-82.1% | $6,755-78.9% | $12,316-88.4% |