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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 | $80,130 | $106,280-24.6% | $96,538-17.0% | $139,487-42.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.31% | 38.48%-20.2pp | 35.74%-17.4pp | 373.84%-355.5pp |
| Employer contribution / active EE | $3,027 | $4,107-26.3% | $3,740-19.1% | $4,755-36.3% |
| Participant deferral / active EE | $7,169 | $5,457+31.4% | $4,880+46.9% | $6,713+6.8% |
| Admin fee / account holder | $2,466 | $7,888-68.7% | $6,737-63.4% | $11,407-78.4% |