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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 | $62,676 | $116,190-46.1% | $93,614-33.0% | $152,885-59.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.99% | 35.96%-14.0pp | 32.76%-10.8pp | 345.39%-323.4pp |
| Employer contribution / active EE | $1,211 | $3,219-62.4% | $2,718-55.5% | $4,763-74.6% |
| Participant deferral / active EE | $2,714 | $4,604-41.0% | $4,069-33.3% | $5,851-53.6% |
| Admin fee / account holder | $1,772 | $10,749-83.5% | $7,889-77.5% | $11,598-84.7% |