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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 | $70,293 | $118,496-40.7% | $98,461-28.6% | $139,466-49.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 9.60% | 18.96%-9.4pp | 21.17%-11.6pp | 373.66%-364.1pp |
| Employer contribution / active EE | $2,790 | $3,611-22.7% | $3,049-8.5% | $4,754-41.3% |
| Participant deferral / active EE | $11,961 | $5,393+121.8% | $4,738+152.4% | $6,712+78.2% |
| Admin fee / account holder | $3,912 | $14,056-72.2% | $8,961-56.3% | $11,409-65.7% |