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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 | $69,581 | $97,765-28.8% | $103,486-32.8% | $145,884-52.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.86% | 25.44%-12.6pp | 23.93%-11.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,274 | $4,687-30.1% | $4,679-30.0% | $4,662-29.8% |
| Participant deferral / active EE | $12,433 | $6,606+88.2% | $6,628+87.6% | $6,690+85.9% |
| Admin fee / account holder | $6,950 | $12,505-44.4% | $9,354-25.7% | $13,392-48.1% |