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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 | $69,197 | $94,766-27.0% | $112,923-38.7% | $139,487-50.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 40.96%-27.8pp | 34.13%-21.0pp | 373.84%-360.7pp |
| Employer contribution / active EE | $2,582 | $4,636-44.3% | $4,570-43.5% | $4,755-45.7% |
| Participant deferral / active EE | $6,041 | $6,523-7.4% | $6,520-7.3% | $6,713-10.0% |
| Admin fee / account holder | $26,737 | $8,529+213.5% | $7,046+279.5% | $11,407+134.4% |