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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 | $78,187 | $106,280-26.4% | $96,538-19.0% | $139,487-43.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.20% | 38.48%-21.3pp | 35.74%-18.5pp | 373.84%-356.6pp |
| Employer contribution / active EE | $1,004 | $4,107-75.6% | $3,740-73.2% | $4,755-78.9% |
| Participant deferral / active EE | $2,969 | $5,457-45.6% | $4,880-39.2% | $6,713-55.8% |
| Admin fee / account holder | $1,740 | $7,888-77.9% | $6,737-74.2% | $11,407-84.7% |