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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 | $86,408 | $147,556-41.4% | $129,031-33.0% | $198,609-56.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 10.46% | 37.41%-27.0pp | 34.67%-24.2pp | 202.70%-192.2pp |
| Employer contribution / active EE | $1,288 | $3,645-64.7% | $3,226-60.1% | $5,055-74.5% |
| Participant deferral / active EE | $2,483 | $5,760-56.9% | $5,217-52.4% | $6,977-64.4% |
| Admin fee / account holder | $1,826 | $15,467-88.2% | $13,208-86.2% | $19,030-90.4% |