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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 | $60,719 | $211,224-71.3% | $178,505-66.0% | $145,897-58.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.91% | 30.28%-18.4pp | 27.16%-15.2pp | 552.29%-540.4pp |
| Employer contribution / active EE | $3,047 | $4,577-33.4% | $3,955-23.0% | $4,663-34.7% |
| Participant deferral / active EE | $3,426 | $6,966-50.8% | $6,280-45.5% | $6,689-48.8% |
| Admin fee / account holder | $8,220 | $12,109-32.1% | $10,428-21.2% | $13,390-38.6% |